U.S. Tailwinds to Lead Commodities Higher in 2011

January 1, 2011 WSP

Tailwinds from U.S. monetary stimulus and a quest for an inflation hedge will drive commodities in 2011, and the big gains will be for those who root out the raw materials in shortest supply, said Patrick Armstrong of London-based Armstrong Investment Managers, which oversees $220 million in assets. – Reuters