Commodities have proved to be a graveyard of investor returns over the past decade, but the tide now appears to be turning, with the sector finally returning to its pre-financial crisis peak. In Trustnet Magazine’s cover feature this month, Anthony Luzio asks whether this is the perfect time to invest in an out-of-favour sector and if the potential returns outweigh the risks. Staying on this theme, a selection of experts tell Adam Lewis which commodities they think could see a price surge in the coming years, while Cherry Reynard finds out why gold’s price has fallen against a backdrop of volatility and rising inflation, which should have played into its hands.
This month’s sector focus falls on IA Latin America, launched this month. With the fortunes of the region closely tied to those of commodities, Danielle Levy asks if it represents a buying opportunity or a value trap.
In the magazine’s regular columns, Waverton’s Luke Hyde-Smith reveals which fund he has bought to profit from the little-understood role that natural resources have to play in the renewable energy transition, Orbis’s Edward Blain names three UK stocks that investors appear to have an irrational aversion towards and John Blowers finds out that the 25% tax-free lump sum you can take from your SIPP may not be as accessible as you first thought.
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