Short of time? For each Journal issue, we highlight papers we feel you shouldn't miss - this is one. It investigates whether resources is a bubble ready to burst or whether they still represent an attractive investment proposition, and how best to incorporate resources into a portfolio.
- The primary demand driver
- The supply side - constrained in the short term
- Market volatility
- Portfolio considerations
Dr Chris Baker is Senior Portfolio Manager, Global Resources with Colonial First State Global Asset Management. Matthew Webb is National Manager, Investments at Colonial First State.
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