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.

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.

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David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.