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BP crisis highlights issues with commodity-stock investing, says Threadneedle

Actively managing the underlying assets can sometimes be a better approach, says portfolio manager David Donora, who foresees a $1 trillion commodities market within 10 years.
BP crisis highlights issues with commodity-stock investing, says Threadneedle
Gold and oil have been high-profile news for very different reasons in recent months. Aside from a recent price lull, the precious metal has been attracting huge inflows as a safe haven from market turmoil. Meanwhile, just as BP appeared to have finally stemmed the Gulf of Mexico leak, another explosion -- this time in Dalian, China -- caused another oil spill, though admittedly of far smaller proportions. One thing these oil crises have shown is the difference between buying commod…
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