Commodities outlook

Commodities have substance in a bimodal world

The long-term case for commodity investment will be affected by dichotomous anxieties about deflation and inflation, but can be alleviated by trading momentum.
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Agricultural commodities such as soy are expected to fall during 2012
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<div style="text-align: left;"> Agricultural commodities such as soy are expected to fall during 2012 </div>

In an investment landscape more uncertain than usual, asset allocators and fund managers have a tough year ahead. Any outlook for conventional financial instruments — stocks and bonds — needs to be predicated on a view of the world that has, in the words of bond market sage Bill Gross, managing director of Pimco, shifted from the “new normal” to the “paranormal”.

¬ Haymarket Media Limited. All rights reserved.

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