Threadneedle Commodies Outlook

As Overweight as Possible in Oil Based Energy

Date:

Author: Fórmate a Fondo

  1. Threadneedle anticipates that this expansion will be more energy intensive, and less intensive in terms of its consumption of industrial-type commodities
  2. The price of Brent will remain high at about US$110 to US$115 a barrel by the year end
  3. "We are positioned in line in base metals, as opposed to oil-based energy where we are as overweight as possible"