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Principal content
Lots of froth does not mean a bubble
But the key is to pick commodities with tighter fundamentals as the era of all raw materials rising at the same time is mostly over
Greater returns on varied exposure
Pension funds have tended to shy away from from commodities, but increasingly they are raising their targeted exposure to the asset class
Shine unlikely to come off precious metal
Gold is holding its attraction as a safe haven for investors attempting to navigate the choppy waters of volatile equities, a falling dollar and a worsening macroeconomic outlook in the US
Stocks prove worth with superior gains
Investing in commodity-related equities has produced stronger returns than investing directly in commodities
Demand lifts price but not the supply
The agricultural sector is grappling with fast changing needs and knee-jerk government reactions, with the result that in the face of global hunger planting in some areas is going down
Enthusiasm for biofuels questioned
Biofuels have gone from being universally lauded as beneficial to mankind to being described as a crime against humanity
Firm footprints to a global market
The carbon trading market, that started with the advent of the EU’s emissions trading scheme, has confounded critics by doing rather well
Investors reap fresh bounty from the sea
Bankers have latched on to a growing investment trend that recognises the value of maritime commodities as both fish and freight boom
Bespoke products offer divergent returns
There has been a proliferation of commodity indices, but investors would be well advised to look at how they are constructed before they make any assumptions about likely performance
Hot commodities tempt hedge funds
Hedge funds have the flexibility to invest in commodities in all their forms – physical, indices, public and private equity and derivatives
