Have commodities had a capitulation moment? Several banks (Barclays, Deutsche Bank, JP Morgan) have ceased making markets in them, multiple funds have shut down, and some investors have also thrown in the towel. Yet some of the most seasoned commodity market traders have a more constructive outlook: “You do not need another boom and bust period like the one we saw from 2001 to 2011 to find compelling investment opportunities,” says Ballymena’s lead Portfolio Manager Oliver Kinsey.
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