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In this quarter’s edition:

Our team’s views on the recent developments within each commodities & resources sector; from the iron ore rally that defied experts to our future outlook for gold prices as the Fed projects three interest rate hikes in 2017.

Topic of the quarter: Opec returns: Regaining market share, but at a cost...

Two years ago Opec surprised the oil markets with an unexpected change of policy. No longer would Opec defend the oil price by reducing oil output to balance the market. Fast forward two years and we now have another reversal in policy. The deal reached at the November meeting is the first production cut since the global financial crisis.

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