Financial Times FT.com

Resources

Commodities

A tractor at a farm

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