14.01.2014 - The new commodities cycle is less super than the last one, but don't dump them from your portfolio just yet
The commodities supercycle of the previous decade, which saw insatiable emerging market demand drive raw materials prices higher, is over. As a result, commodities prices growth has basically ground to a halt in the past few years. In his latest note, Goldman's Jeff Currie says that long-term, he remains bearish on the sector. But he says that a new commodities cycle has begun replacing the old one - and argues for hanging on to commodities a bit longer...............................................Full Article: Source
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