Commodities

The Commodity Research Bureau Raw Industrials Spot Price index is one of the three components of our Fundamental Stock Market Indicator, which has been highly correlated with the S&P 500 since 2000. The recent rally in the S&P 500 to record highs hasn't been confirmed by our FSMI, which backed off

Nick Koutsoftas and Ben Ross are leading a four-person team from GE Asset Management that will start a commodities strategy for Cohen & Steers.

Last week, the U.S. Department of Agriculture pegged corn supply as of March 1 at 5.399 billion bushels, above the average analyst estimate of 5.013 billion bushels. The USDA also said farmers would plant the highest corn acreage since 1936. The nearby futures price of corn has tumbled to $6.41 per

TIAA-CREF is hoping to boost investment in farmland through better data. To that end, the New York-based investment money management firm is launching the TIAA-CREF Center for Farmland Research at the University of Illinois, Champaign.

Exxon Mobil's latest energy outlook forecasts that power generation in the U.S. will continue to shift toward natural gas, nuclear and renewables over the next few decades. U.S. use of nuclear power is projected to rise 25% from 2025 through 2040 and overtake coal as a source of energy production.

Over the past few years, I've been asked on several occasions about my opinion on gold. I responded that my problem with gold is that I only know how to value assets with coupons, dividends or earnings. I also observed that the price of gold had already increased sevenfold since Jan. 20, 2001. That

Institutional investors are growing weary of traditional commodities index investing, leading some to turn to other ways of capturing the long-term benefits of the asset class with less of the short-term volatility.

On Nov. 12, the International Energy Agency released its widely followed World Energy Outlook. The report projected that around 2020, the U.S. could become the largest oil producer in the world. The IEA's projections show U.S. oil production rising to 11.1 million barrels per day in 2020. Within a

Pension executives and other institutional investors are split between raising allocations to real assets or maintaining their allocations amid concerns about equity market volatility and inflation, a Pensions & Investments' survey shows.

Real assets survey results

According to BlackRock's monthly ETP Landscape report, year-to-date flows for exchange-traded products were $218.9 billion through November. That figure eclipsed the previous record in 2008 when flows through the first 11 months were $208.5 billion. Developed and emerging markets equity products ...