Over the last several years I have been talking about commodities and recommending them to Banner clients for sometime now and will continue to, as this too me seems a very easy investment decision as there is quite simply a supply and demand issue that is just not going to go away. 

China's per capita consumption of oil is 1/14th  that of the U.S. It is 1/10th of that of Japan or Korea. When industrialization started in the US, per capita consumption was one barrel. Now it is 30. Consumption in China is just less than 2 barrels.  Simply doubling it to 4 barrels will put global oil supplies in a jam. Doubling that to 8 -- remember the U.S. uses 30 -- makes petroleum geologists shake their heads. No one knows where all that extra oil will come from.

Where can I invest to make money as commodity prices rise? 
3A Commodity Fund. The funds investment objective is to achieve high returns through the use of fundamental-based relative value trading・and long directional trading of mostly the Asian commodities markets (approx. 50/50). Relative value trading is the process of identifying and capturing likely changes in the price relationship between related or similar assets in the same or different markets. The two managers have collectively over 40 years of experience trading and managing international commodity trading businesses, most of that time in Asia. Compounded rate of return since June 2004 +30.78%; standard deviation 12.25%. 2005 +36.52%; 2005 +40.12%  07 +27.36%. Min US$10,000.   

Fact Sheet for 3A commodities Click Here

info@bannerjapan.com for more details

Why Invest in Commodities?

• The Role of Commodities vs. Stocks / Bonds in Asset Allocation
• Hedging against Inflation
• Hedging against Geo-Political Risk
• Supply-Demand Fundamentals for Commodities

Institutional Investor Demand Has Just Started in commodities 

• Total assets held by institutional investors are around $50 trillion globally.
• Direct commodity investments at just $120 billion represent less than one quarter of one per cent of this global portfolio.
• Commodity investments are one tenth the amount invested in hedge funds and around one quarter the market cap of Exxon-Mobil.

Source: Capital – Commodity Review, October 2006 

• Total Institutional Assets - $50 trillion
• Market Cap of Exxon - $420 billion
• Hedge Fund Assets - $1.1 trillion
• Investment into Commodity Funds/Indexes - $120 billion