Charlotte Richards talks to global resources fund managers to find out which holdings are adding most value to their portfolios.
The case for investing in commodities has never been stronger. With uncertainty surrounding global stock markets, investors believe real assets could produce the best returns over the next 12 months. However, the correlation between commodities and global growth has been cited as the reason for the lack of exposure to the asset class in funds today and the scarcity of solely commodity-based funds. Figures from the US Commodity Futures Trading Commission earlier this year showed hedge funds had cut their commodity positions, including exposure to oil, base metals and agricultural commo...
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