| From Moneymanagement.com.au: Soft commodity price cycles last for about 20 years and Australia is currently about halfway through the latest, Great Southern Funds Management funds manager David Bryant told the PortfolioConstruction Conference. “We are talking about 2020 before the current commodity price cycle finishes,” he said.
“If this is a typical 20 year cycle, we will see soft commodity prices continue to increase.” One of the drivers of the current boom in soft commodities is high energy prices. Great Southern research has found that when energy prices rise, the impact is initially felt in the metals sector due to higher operating costs...... Full Article: Source
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