Author: Ticker Magazine
123jump.com
Last Update: 9:05 AM EDT July 30 2007

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Elliott Rowton		“Each individual commodity has its own supply and demand dynamics. We start with a macroeconomic overlay to select the commodities with more favorable dynamics, and then we look for the individual stock picks that would benefit from the associated positive pricing environment.”
		Oceanic CF Australian Natural Resources Fund

Representing a story of supply and demand, the commodities market is highly cyclical. This time, however, we might be witnessing a major structural change in their pricing due to the huge demand from emerging economies and the ongoing supply problems, according to Elliott Rowton, the manager of the Australian Natural Resources Fund. Based in Perth, the resources heart of Australia, the fund offers exposure to natural resource focused companies.