“Growth, geopolitical risk and potentially higher energy prices point to the possibility of another rise in commodity prices. It's too early to conclude that the upward ascent has ended. We are more likely in the midst of a pause.”
“With pension funds and individual investors keen to address the lack of commodity exposure in their portfolios, the re-discovery of this ancient and not-so-alternative asset class should help sustain the first great commodity uplift in three decades.”
