| After years of losses and investor pessimism the sun finally shone on commodities in the first half of 2014. The Dow Jones-UBS index, which tracks the prices of 21 commodities, delivered total returns of 7.1 per cent, outpacing US equities, 10-year Treasuries and high yield corporate bonds.
But the clouds could quickly gather again if this year’s big improvement in performance fails to entice long-term investors back into commodities, say analysts. “There’s a lot resting on what happens in the second half of this year, in terms of the long term viability of commodities [as an asset class],” says Kevin Norrish, commodities strategist at Barclays...............................................Full Article: Source
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