Commodities

Advisor Audio: Gauging commodities

The ups and downs of the markets have had little affect on commodities, which will continue to progress at the same pace for several years, this according to Andrew Cook, manager of the Canadian Resource Matrix.

By Conseiller.ca Staff |October 6, 2011

1 min read

Industry

Faceoff: Will silver keep its sheen?

Two experts discuss whether this precious metal is a sound investment

By Kanupriya Vashisht |October 1, 2011

7 min read

Market Insights

Commodity investing: No longer straight up

Natural resource stocks and the commodities that underpin them have rewarded investors well for the better part of ten years. The days of easy money may be over.

By Bob Haber |September 22, 2011

5 min read

Industry

Opportunity lies under ruins of global economy

Unprecedented geopolitical and economic changes have left a trail of destruction, but they’re also breeding new investment opportunities around the world. A panel of investment pundits discussed where those opportunities lie and how to capitalize on them at Franklin Templeton’s 2011 Investment Forum, in Toronto. Discussion rarely strayed far from the usual suspects: the debt […]

By Vikram Barhat |July 22, 2011

4 min read

Commodity prices soared in April

The price of Canada’s main export commodities soared 6.1% in April, marking 60.4% increase from cyclical lows in April 2009, according to Scotiabank. The spike in the bank’s Commodity Price Index reading was largely attributable to the energy sector, as the price of Edmonton par price (light oil) jumped more than US$16 per barrel. That […]

By Staff |May 30, 2011

2 min read

Commodity slump calls for rebalancing

Commodities markets have been plagued with volatility over the past few months. A tactical move, say experts, would be to peel off commodity exposure and reallocate funds to high yield bonds. “It makes sense to pare back some exposure to commodities,” says Alfred Lee, vice-president and investment strategist, BMO Asset Management. “Over the course of […]

4 min read

What’s driving commodities? Scarcity

Canadian investors are well versed in the volatility of commodity prices. Recent months have reinforced the connection between the value of industrial inputs and the returns of the stock market. Less understood, however, is what is causing commodity volatility. There’s no question that macroeconomic shocks—such as the earthquake/tsunami in Japan and political turmoil in the […]

By Staff |April 26, 2011

3 min read

Advisors bullish on stocks, metals

Canadian financial advisors appear to be bracing for inflation, expressing bullish sentiment toward precious metals and the broad stock markets. But there is one notable exception to the inflation-fighting mood. The outlook for gold stocks has improved, with 51% now bullish on the S&P/TSX Global Gold Index, up from just 38% in the Q1 Survey. […]

By Staff |April 14, 2011

2 min read

Time to diversify beyond Canada’s resources

The past few trading sessions have demonstrated the dangers of being too concentrated in the commodity-heavy TSX. While global growth is expected to continue, demand for metals and energy has a tendency to fall off when there’s a whiff of inflation. The commodity play has been extremely lucrative for Canadian investors for the better part […]

By Staff |April 13, 2011

3 min read