Demand is the story of 2008

Demand soars as depreciating dollar has significant impact on commodity prices

The latest Conjecture debate focused on commodities. Present were Stuart Connell, portfolio manager at JPMorgan Asset Management, Alex Davey, a portfolio specialist in the global structured products team at Morgan Stanley, and Eric Kolts, vice president of commodity indices at Standard & Poor's. What types of commodities do managers most favour at present?' Stuart Connell (SC): We favour all commodities at the moment. I think the story of 2008 is actually one of demand as opposed to supply. The supply issues were basically throughout 2005 to 2007. If you look across the suite, inclu...