Amrith Ramkumar, Wall Street Journal, has a nice piece on investor money flowing into commodity markets here…
“A major commodities index posted its 10th straight session of gains on Monday, another sign that investors have shrugged off recent market volatility and are diving back in to risky assets.
The S&P GSCI Index, which tracks the prices of 24 commodities, has been moving in tandem with global stock markets since last summer as money managers look to capitalize on accelerating global economic growth. The index has risen 5.9% off its Feb. 9 low, with some of the most actively traded raw materials such as oil and copper rebounding following drops alongside stocks earlier this month.”
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