The commodities wheel of fortune

Cover Story

Three years ago, a commodity investment meant prudent investors placing a perfunctory 3% slice of broad-based index exposure in their portfolios. Attention focused on the active management of the other usual asset classes like equities and credit, with few second thoughts to what was principally a hedge. But now that the boom in commodities has firmly fixed itself in the investor mindset, commodities investment has undergone a permanent shift. In contrast to the upturns of the twentieth century,

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