Tuesday, October 18, 2005

"The Next Megatrend: Profiting from the Commodities Boom." November 15th, Lansdowne Club

The next Junto is scheduled for November 15th, at the Lansdowne Club, 6:30 for 7:00 PM. This month our topic is the boom in commodities - and how investors can profit from it. As always, our panel will represents a broad range of viewpoints and perspectives- and ones that challenge and engage the Junto's sophisticated audience.

Commodities last experienced a boom in the inflationary 1970s. But since the start of the great equity bull market in 1982, they had fallen our of favor-this, despite that they always constituted a larger asset class than equities.

Thanks to $70+ oil prices, even mainstream investors have refocused their attention on commodities. Indeed, as equity markets have languished, commodity prices have more than tripled since the the dawn of the new millenium. And once again, investors are looking for opportunities to take part in what appears to be a ride straight up.

As always, there is more than one way to skin this investment cat. Jim Rogers - in his book "Hot Commodities" -outlines why he created his own commodities index to ride the commodities megatrend to reflect his view that certain commodities (such as oil) are overrepresented in mainstream indices.

At November's Junto, we hope to present a broad range of approaches to making money out of the commodities boom- ranging from quantitative analysis of trends, to fundamental views based on waning supply, to the design of novel financial derivative products.

Please register on www.londonjunto.com to be placed on the invitation list.

This event is being organized jointly with The Harvard Business Forum