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Recent strong price gains across commodity markets, especially base metal equities, now urge caution to some degree.

Emerging market debt held up well relative to other asset classes in 2008, and in 2009 has performed strongly as global financial markets have rallied.

Most investors are accustomed to reading about the gold and oil markets, but few have considered the benefits of diversifying their portfolios using agricultural commodities.

The current economic recovery could just be a pattern that will repeat itself for some time. A plan to escape the malaise is needed