Jan 4, 2011
| Last Updated
- The year 2010 marked the second year of recovery from the financial crisis, with just about every asset class finishing the year in the black.
- Yet in the 2010 financial market competition, commodities won the grand prize.
- Overall we see the trend continuing into 2011, and suggest tactical long positions in commodities both in terms of beta on the sector and alpha as a diversifier.
Some commodities ended the year higher than before the 2008 financial crisis, and others are catching up. A weak dollar earlier in the year contributed to higher prices; however, the dollar index[...]
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