This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Rather like investing in Japan, anyone who has been investing in equities for more than a few years has been burnt at least once by an exposure to commodities. On the other hand, those who have timed their investment correctly, have often made bumper returns. Like a moth to a flame, commodities have an enduring attraction, precisely because they are so cyclical. So, following on from two strong years, is it too late to join the party? Our research suggests that over the next decade, several factors have coalesced to form a structurally positive scenario which may lay the foundations of what might, in time, justifiably be described as a new supercycle.
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