My take on the commodity supercycle and stock market zeitgeist...and the new era of precious metals, uranium (just bottoming, btw)and alternate energy. As I have said here since 2005 "Get ready for peak everything, the repricing of the planet and "black swan" markets all over the place".
9 May 2006
Commodity Investment Summit 2006
Commodity Investment Summit 2006 - The Inaugural Pan-European Conference On Commodity Investment: "In an environment of increasing pension fund deficits coupled with poor expected returns from traditional assets, pension funds have begun to look increasingly hard at alternative asset classes. Although the appetite for commodities amongst pension funds is clearly there and building, a number of hurdles stand in the way of investment mandates. The Commodity Investment Summit will provide a platform for asset managers, investment banks and brokers, and pension funds to address the core knowledge gaps about commodity investing."
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Looks nice! Awesome content. Good job guys.
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