12.09.2013 - Commodities regain diversifier tag
Since September 2008, commodities and equities have been showing a strong positive correlation, but that may no longer be the case, says a report by Barclays Research titled ‘Untangling commodity correlations’. Commodities may well get back the tag of being an asset class that equity investors can diversify into. While equity indices in emerging markets have fallen, commodity prices have been relatively stable. The effects of the tapering of quantitative easing in the US and negative news from emerging markets have not affected this asset class the way equities have been affected...............................................Full Article: Source
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