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Time to Get Back Into Oil and Mining Stocks?

I might concentrate on energy, but that doesn’t mean I devote every waking hour to reading quarterlies of E+P companies and oil stockpile reports.  Recently, I read a copy of the special report on alternative investments from the Money Management Institute – certainly not written to influence a view on oil prices.  But do you know what that overview of capital flows of alternative investments told me?  It helped confirm my belief that oil is indeed headed higher.

The Money Management Institute (MMI) is composed of virtually every important asset management group and together contributes data that charts the course of where large individual and family trust money is moving.  The 2014 issue of the MMI research report on Alternative Assets distribution through wirehouses appeared on May 2nd, and gives an overview on the way that asset allocation of big investors has been trending in the last year, as well as how that has changed in the last three years.  

Two major takeaways exploded out at me with even a cursory look at the report.  First, it’s very clear that big money investors are moving rapidly away from traditional alternative investments like hedge funds and into what are being called ‘liquid’ alternatives, like ETF baskets and mutual funds.  This makes a lot of intuitive sense as hedge funds have racked up two sub-par years, at least compared to the major indexes. But the shift is also obviously…




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