Market turmoil creating opportunity in resources

The global economy’s structural problems are masking a worsening supply-demand balance across key commodities, creating investment opportunities in natural resources, finds Robeco in a new white paper. Fund manager Peter Csöregh writes that capital expenditures were already lagging demand when the credit crunch hit investments into resources and infrastructure projects. At the same time demand for energy, water and agricultural products and many metals is set to double between now…