Brightbridge Wealth Management Headlines:Analysis: Time to move some money to stocks from
commodities
By Walter Brandimarte
http://www.
reuters.
com/article/2011/05/12/businesspro-us-commodities-portfolios-stidUSTRE74B7S120110512
(Reuters) – Commodities...
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Brightbridge Wealth Management Headlines:Analysis: Time to move some money to stocks from
commodities
By Walter Brandimarte
http://www.
reuters.
com/article/2011/05/12/businesspro-us-commodities-portfolios-stidUSTRE74B7S120110512
(Reuters) – Commodities have lost their luster for leading investment strategists on fears that global
economic growth, particularly Chinese demand, may be lower than previously expected.
Instead, they are recommending investing in large-cap U.
S.
companies whose earnings have historically
varied less through economic cycles.
That includes defensive areas such as household products and
utilities but also some technology and industrial companies.
Investors became more cautious about commodities after last week’s vicious unwind of oil, copper and
precious metals — which some dubbed a mini “flash crash” similar to the one seen in U.
S.
equity markets
a year earlier.
Even as strategists recommend steering away from commodities, they agree that the long-term
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