23.06.2014 - Which commodity funds fared best in the slump?
The combination of fundamental underlying demand, low valuations, relatively high yields and a renewed management focus on shareholder returns is poised to send commodity shares surging. That claim could have been made at just about any point over the past two years, as indeed it has been repeatedly. But if the sector is primed for a bull run, investors may as well own anything active or passive. The prolonged bear phase has revealed those managers who have been able not only to protect but actually to add value during the slump...............................................Full Article: Source
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