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.
Rising commodity prices have allowed a classof super-rich, from Middle Eastern potentates to Russian oligarchs, to splash out on converting full-sized airliners into private jets.
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.