The extreme market moves, especially within the commodity class, has some investors looking for bargains after the heavy market losses.
Once again, just as the consensus was to be in the commodity asset class it backfired for the moment as the contagion of a globe slowdown that cannot predicted has taken its victims, the speculative interest that saw copper, gold, silver, oil as sure things.
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On the great debate about commodity versus enterprise-class infrastructure components, 45% of public cloud users felt that the quality or grade of these components is highly important.
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We like all MLPs and we invest across the asset class, but when we looked at commodity MLPs we really saw a mispricing within the asset class.
Rising commodity prices have allowed a class of super-rich, from Middle Eastern potentates to Russian oligarchs, to splash out on converting full-sized airliners into private jets.
If you look at funds that are investing in it, there were no pure plays until ours came out, so even traditional investors in the MLP asset class are overlooking commodity opportunities because of the perception of risk.
But some economists argue that Brazil is the beneficiary of a structural shift, in which the industrialisation of Asia and the rise of a new middle class in the developing world will keep commodity prices high.
Some professional money managers are starting to treat commodities as a tradable asset class, which bothers some traditional investors as each commodity has different supply and demand fundamentals.
You recognise that a new complication has arisen, namely that of the institutional pension managers investing in commodity indices, heavily weighted to crude oil, as an asset class.
Shilling saw the commodity crash coming because too many had embraced the idea that commodities were an asset class.
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