As you can see on my last segment I am now particularly bullish on both agricultural commodities and related equities.
In this highly volatile market it is very difficult to find good companies. Agriculture is set to raise and returned some terrific returns so far (see the graph at Bloomberg). It might not be too late to enter this market especially via an ETC or a tracker certificate. My recommended commodities are Cotton (that should be in great shortage in 2009 as the majority of U.S. growers are moving to more lucrative markets like Corn) and possibly Coffee. Arabica is expected to be abundantly available in 2009 but weather in Brasil, the world's largest producer, might be adverse to a record year.