SOURCE:[The Metals Report]- For resource expert Joachim Berlenbach, fund adviser with Switzerland’s Earth Resource Investment Group, copper is shining brighter than gold—he even does some back-of-the-envelope calculations to show how global development could create a serious supply bottleneck.
The Metals Report: Joachim, is the smart money finding its way into mining equities?
Joachim Berlenbach: At the moment, no. When we talk with investors, we hear a lot about risk relative to commodities and commodity equities. But I hope investment grows because the commodity cycle is far from over.