Assets under management in the commodities sector may have fallen, but it’s from lower prices not lower investor interest.
While aluminium prices will again be demand driven once the market’s current volatility ends, Standard Chartered suggests here the outlook is not good as Chinese demand continues to fall.
Short term weakness will prevail, but Goldman Sachs sees longer term opportunities.
Weaker economic conditions are creating a cyclical downturn in the oil market and analysts are lowering their price expectations accordingly.
Falling oil prices, a firmer USD and slowing demand signals continued weakness for coal prices.
Spot iron ore prices are coming under pressure from a combination of weaker demand and higher stockpiles.
The global supply of Chromium, Gold, Manganese, Palladium, Platinum, Vanadium and even Uranium is under threat.
Steel prices have peaked according to Westpac and as a result the bank is cautious on the outlook for iron ore prices.
Plan or no Plan, it’s still a rocky road ahead for the oil price.
Now that investors are returning to commodity markets, Macquarie offers some tips for where to seek exposure.