Brazil's Vale Iron Ore Production Up 11% in Quarter
These funds have lost less in downturns than the S&P 500.
Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.
We don't see the recent share price declines for metals and mining producers as a buying opportunity on average.
China's expected infrastructure spending slowdown should pressure commodity prices
Improved demand should underpin stronger potash and PRB coal markets in 2014.