StockTwits
07-21-2010, 03:00 PM
FT.com / Lex / Macroeconomics & markets - Commodity bulls (http://abnormalreturns.com/links/174937/visit) (www.ft.com)
by TheLexColumn about 1 hour ago
When passive commodity investing came into vogue in the middle of the last decade, proponents such as Goldman Sachs touted the low historical correlation commodities had to equities as a key selling point. Now that about 2 per cent of pension assets and nearly $300bn in retail funds have been poured into commodity funds, commodities and stocks have become joined at the hip over the past 22 months.
see story at Abnormal Returns site...(RSS feed) (http://abnormalreturns.com/links/index?date=07/21/2010#174937)
by TheLexColumn about 1 hour ago
When passive commodity investing came into vogue in the middle of the last decade, proponents such as Goldman Sachs touted the low historical correlation commodities had to equities as a key selling point. Now that about 2 per cent of pension assets and nearly $300bn in retail funds have been poured into commodity funds, commodities and stocks have become joined at the hip over the past 22 months.
see story at Abnormal Returns site...(RSS feed) (http://abnormalreturns.com/links/index?date=07/21/2010#174937)