Commodities are hot once again after disastrous performance at the end of 2018, when energy prices collapsed and the escalating U.S.-China trade war spooked investors. At the start of 2019, however, the sentiment is quite different from the fourth quarter of 2018—signs have started to emerge that the world’s two biggest economies will reach some sort of a trade deal. Investors are plowing money back into specialized commodities funds with billions of U.S. dollars of inflows into assets under management (AUM) in commodities funds in the first quarter of 2019. In January to March, commodities were also the asset class ... (full story)