25.04.2014 - Three funds to cash in on a rally in commodities
The outlook for commodities is the best itís been for a decade, according to Hermes Fund Managers, joining a long line of experts expecting more for the asset class in the coming years. Old Mutualís Richard Buxton and FE Alpha Manager Barry Norris are among the fund managers who have been increasing their exposure to commodities-related stocks in recent months. Many believe the pessimism towards Chinese demand has been overdone, and expect a sector-shift out of more expensive areas such as consumer staples and healthcare as a result...............................................Full Article: Source
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