Resources
Commodities

Inside this issue
• The compelling fundamentals of years of underinvestment, population growth and the introduction of biofuels
• Funds that have transformed the range of investment choices available - -
Content
Volatility gives food for thought
Javier Blas explains why investors are asking fundamental questions and why the answers are important for rich and poor alike
Precious metals: Unprecedented bids for bullion
Chris Flood looks at the beneficiaries of the financial fall-out
Agriculture: Investors in rush to feed the world
Javier Blas on a sector no longer considered obscure
Exchange-traded funds: Physical assets prove attractive
Chris Flood reports on an explosion in investor interest
Oil and gas: Traders split over short-term outlook for energy
But in the long term, the consensus is that prices will stay high, writes Javier Blas
Indices: New vehicles designed to avoid problems
Javier Blas reports on shortcomings with the status quo
Hedge funds: Diversification adds to funds’ appeal
Economic recovery and inflation are driving the money back, writes Gregory Meyer
CFTC: Regulators aim to curb the ‘massive passives’
Gregory Meyer looks at obstacles to plans for reforming commodity markets
The dollar: When prices defy the fundamentals
Gregory Meyer on the problem of dollar-denominated commodities

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