04.02.2014 - Commodity outpeformance may bring mixed fortunes for investors: Barclays
Commodities have turned outperformers so far in 2014 compared to equities and other assets but this may be good news for some but painful for investors who have been switching exporsure out of commodities into other assets especially equities, according to a weekly report by Barclays. The S&P500 is down 3% in the year-to-date, whilst both the DJUBSCI and the CRB index are both in modest positive territory and the S&PGSCI is down lees than one percent. Emerging market equities are weak with BRIC-40 having declined 8%. These nations account for 50% of commodity demand and hence this outperformance in commodities looks very robust in comparison, Barclays added...............................................Full Article: Source
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