Perspectives Blog

Special report – Commodity markets outlook

Columbia Management, Investment Team | July 21, 2014

…emainder of the year or longer for the crisis to be resolved. What is your view of base, industrial and precious metals? At the sector level we are positioned in line in base metals, as opposed to oil-based energy where we are as overweight as possible. Although we have a market weighting overall in base metals, we are significantly overweight lead and nickel and underweight copper and aluminium. We believe lead and nickel face challenges in term…