Is this the return of the commodities supercycle?

This year has so far been a promising one for commodities. Where should investors hunt for profits? John Stepek chairs our Roundtable.

John Stepek: Last year was terrible for miners and commodities, but so far 2014 has been much more promising. Can the good times continue?

Will Smith: Commodities have been in a bear market since 2011, and equities in the sector have hit trough valuations – so I think this is a genuine upturn.

Neil Gregson: The sector is under-owned and has been for a while – there’s a big disparity between the performance of commodities and other [...]

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