How to play the commodities correction

clock • 4 min read

Industry experts talk to Joanna Faith about how investors should position their portfolios in light of the commodities sell-off.

Fund experts are urging investors not to run for the exits after the recent dramatic commodities sell-off which saw the sharpest one-day loss in more than two years. The industry was reminded just how volatile the asset class can be when markets were rocked by a sharp correction that saw oil plummet by more than $7 a barrel, copper fall to a five-month low and silver nosedive. However, commentators said long-term investors should not rush to trim commodities' positions. Simon James, partner at Gore Browne Investment Management, said although there are reasons for caution on commodi...

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