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Energy Pause Is No Problem for Canadian Trusts

Posted on May 16, 2008

There has been a lot of talk lately about oil's need to pull back.With global infrastructure one of the areas we advise on, it remains mysincere impression that despite the investment world's awareness of theChina/emerging markets/raw materials story, most folks still don'tquite grasp its sheer immensity and its ongoing implications for rawmaterials.This backdrop that has caused me to say that energy, base metalsand agriculture prices had little downside risk and that mostcommodities would outperform gold for awhile the last couple of times Iwas on CNBC (watch here: May 8, March 24)....

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Tags:
markets , oil , outperform
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