10.03.2011 - RCM sees inflation shield in commodities
From Reuters: Equity manager RCM plans to increase its range of commodity-focused funds as investors look to rising raw material prices as a means to protect their wealth against high inflation, its investment chief said. Andreas Utermann, who is responsible for global strategy at the Allianz Global Investors unit, sees rising inflation and continued strong economic growth in emerging markets as dominant themes for 2011..............................................Full Article: Source
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