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Commodities set to boom in next phase of recovery, says Cantor

Posted on 15 January 2014

Investors should be shifting out of cyclical sectors and into natural resources and energy stocks that have lagged behind the market in the past couple of years, according to Charles Tan, investment companies analyst at Cantor Fitzgerald.
Tan says the rally in cyclicals that has dominated the past two years is nearing its conclusion and past economic cycles suggest commodities are about to rally hard next. Closed-ended funds sitting on large discounts are an excellent high-beta, high-yielding way to play this new trend, he explains………………………………………..Full Article: Source


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