Commodities & Gold Archives | BetaShares
oil market

How to position portfolios for potential future oil shocks

Reading time: 3 minutes
The surge in oil prices following the recent attack on Saudi Arabian oil facilities has once again highlighted the ongoing geopolitical supply risks facing this key global energy sector.  Going forward, this may well mean a risk premium could be added to oil prices even if the Saudis manage to restore production levels reasonably promptly.

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Market trends: July 2019

Market Trends: July 2019

Reading time: 5 minutes
Key Market Trends – bond-driven equity rally
May’s US-China trade fears gave way to central bank easing hopes in June, with a further decline in bond yields helping power a rebound in global equity markets.  New dovish signals from the US Federal Reserve saw the $US weaken while the $A firmed –

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Is it time to buy resources stocks?

The Australian materials sector (largely comprising our major miners) has performed relatively well so far this year due to firmer commodity prices and a relatively benign United States interest rate outlook. Although valuations in the sector appear high, they might be justified if commodity prices hold up near current levels and miners are able to keep a tight reign on costs.

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Investing in Commodity or Commodity Company ETFs – which one should I choose?

The ongoing growth of the Australian ETF industry means that investors who have an interest in obtaining exposure to commodities are now able to choose between Commodity ETFs or Commodity Company ETFs. In this post I describe some of the key differences between these two types of products and why an investor may decide to choose one over the other.

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Going against the grain

El Niño, Neutral and La Nina… The three newest BetaShares ETFs? Not quite. These are the three phases of the El Niño–Southern Oscillation (ENSO). Back in October last year, my colleague and Chief Economist at BetaShares – David Bassanese, discussed the impacts the phase of El Niño  can have on the Australian economy and on commodity prices.

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Investing in Agriculture: Reap what you sow

Over the past six months I’ve spoken to a lot of advisers, as well as self-directed investors, who have considered investing in Oil and Gold. When I ask what is drawing investors to these exposures I get different answers depending on the commodity. For oil, investors are telling me they are interested due to the historically low oil prices that I’m sure most of you are aware of.

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