| From Barrons.com: Many commodities have had a nice run lately, including crude and copper, following a dreadful second half 2008. And Derek van Eck, a principal of New York money manager Van Eck Associates, sees more opportunities, thanks in no small part to demand from countries like China.
His firm oversees close to $10 billion, about $3.3 billion of which is spread across Van Eck Global Hard Assets and separate accounts run under the same strategy. Lead manager Van Eck, 44, still likes the outlook for copper, maintains that gold is an important hedge against inflation, and has become more bullish on agricultural commodities -- corn and soybeans, in particular. He also sees an improving long-term outlook for energy, driven by supply constraints.....Full Article: Source
|