11.12.2009 - Commods investors go active, seek returns - BarCap
From Forbes: Institutional investors have largely abandoned the idea that commodities offer portfolio diversification, and instead are poised to increase their exposure on the basis of absolute returns, often by trading more actively, a Barclays Capital survey found. There was little surprise that 63 percent of those surveyed for the bank's annual commodities investment conference -- which included a wide range of investors, from passive endowments to dynamic hedge funds -- said they expected to increase their commodities exposure in the coming year, or that 59 percent had boosted their holdings over the past 12 months....................................Full Article: Source
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