03.11.2014 - FS Investment Committee: Which way for commodities?
It has been difficult to call the direction of commodities over the past two years but is now the time to buy in? For this month’s investment committee we revisit an asset class we last discussed about 19 months ago – commodities. In March 2013 the subject of the debate was whether, after a decade of rising prices, the “supercycle” enjoyed by commodities was finally at an end. The general view taken by the committee at the time was that the cycle might not be over on a long-term basis but short-term prices were in for a period of volatility and maybe there was a need to press the pause button on the party...............................................Full Article: Source
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