Investors are watching the recovering raw materials market with suspicion. There is even a commodities supercycle on the way, according to Jeffrey Currie, the global head of the commodities research department at investment bank Goldman Sachs.
Currie is not alone in this expectation. According to the Dutch research bureau Alpha Research, which carried out a survey among 58 asset managers, 46 per cent gave a buy recommendation.
Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.
A subscription is free for professionals working at banks and independent asset managers.
