The world’s turned full circle – it’s time to buy commodities again

David C Stevenson tips three funds that will do well as resources stocks rebound.

This week I’m going to get all contrarian and suggest you raise your exposure to funds investing in commodities. I think we’re not far from seeing the bottom for this troubled sector, especially for the miners and big energy companies.

Investors do not feel well disposed towards commodities right now. They’ve always been viewed as a classic alternative asset class: good for diversification, protecting against volatility in other assets, and shielding against inflation. But even those attributes are being questioned: analysts at UBS boldly declared [...]

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