Is now the time to trim your commodities exposure?

Nicolas Robin Co-manager of the Threadneedle (Lux) Enhanced Commodities fund To the contrary, we believe the recent correction in commodity markets has presented a significant opportunity for buying further into commodities. We remain particularly bullish on energy for a number of reasons. The rally in crude prices since the start of the year took place on the back of supply disruptions coming from Libya. We think those disruptions will endure as no outcome to the current conflict sees a resumption of previous conditions. Middle-Eastern leaders have increased social spending ...