Dramatic gains that we’ve seen, primarily liquidity driven, are unlikely to be repeated [in the next three to six months].
Large parts of the global population, particularly in China and India, are going through a particularly commodity-intense growth phase, [which bodes well for commodities’s longer-term prospects]. We see significant supply-and-demand mismatch.
~ Mihir Worah, portfolio manager with Pimco who leads several of the firm’s top performing commodity-based funds, "Why commodities still belong in your portfolio," MarketWatch.com, June 10, 2011
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