MM is neutral lumber short-term at current levels

06/05/2021

MM is neutral lumber short-term at current levels

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Alerts 14/11/2025

Trade Alert – Active Growth Portfolio

We are making two changes to the growth portfolio today.

Morning report 14/11/2025

ETF Friday: Navigating the volatile resources through the lens of ETFs

Volatility is on the increase in equities, but it's already been high in recent months across the commodity markets, from precious metals to lithium and copper. The moves have been significant as investors and traders have battled with the usual supply and demand fundamentals, combined with the almost random-like comments coming out of the Whitehouse. However, while the resources sector hasn’t been for the fainthearted, it has outperformed in 2025, with the Materials Index up 24% year-to-date, while the previously much-loved tech space is down 11%. This morning, we updated our views across 6 commodities using related ETFs as the need to keep our finger on the pulse increases.