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Commodity super-cycle sunset

Posted on 27 June 2012

Edward MorseDon’t panic. the commodity super-cycle is not about to collapse … it’s just come to an end in many parts of the complex.
Many have foreseen a slow decline in commodity prices and the sharpening differentiation among commodities, rather than a sudden collapse as commodity returns take divergent paths; hence our continued recommendation to actively select and manage exposures amid heightened macro risks………………………………………..Full Article: Source


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