08.11.2011 - Buy and hold commodity investors do not make money
As the world’s population hits the 7 billion mark, more investors are looking at effective ways of playing the rising population trend. In our view, one of the best strategies to capitalise on population growth is investing in essential non-discretionary goods, for which there are no substitutes. Food and water clearly fulfil these requirements and are, in fact, one and the same thing. Agriculture consumes two thirds of all the water we use, so demand for both food and water are intimately linked. They are in effect, two sides of the same coin...............................................Full Article: Source
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