The LCM Alternative Investments News Review is a retrospective monthly report compiled for London Commodity Markets to provide a snapshot of the state of the alternative investments markets industry. Contents:  Investors looking to Alternatives for growth opportunities in 2013, survey  De Beers Forevermark grades $500 million of diamonds in 2012  Property funds gain appeal with wealthy investors, report says  £8bn of new investment could revive Britain’s oil and gas industry  Jack Lifton among speakers at international rare earths conference  Can US President Obama deliver on clean energy commitments?  Drought will weigh on 2013 agricultural commodity prices, report  Economic growth boosts platinum group metals and silver EFTs

1. LCM Alternative
Investments News
Review
February 2013
The LCM Alternative Investments News Review is a
retrospective monthly report compiled for London
Commodity Markets to provide a snapshot of the
state of the alternative investments markets industry.
London Commodity Markets
Citibank Tower, 25 Canada
Square, Canary Wharf,
London E14 5LQ
Tel: 00 44 (0) 203 514 600
Fax: 00 44 203 514 6001
26/22/2013

2. Investors looking to Alternatives for
growth opportunities in 2013, survey
ALTERNATIVE INVESTMENTS -
Investors believe U.S. equity
markets will continue to perform
well in 2013 but a majority are
looking to alternative global
investments, including metals,
currencies and foreign equities, to
diversify their portfolios and
improve financial performance,
concludes EverBank’s new Global
Investment Opportunities Retail
Investor Survey.
EverBank, the retail banking
division of EverBank Financial Corp
(EVER), polled more than 300 individual investors at The World MoneyShow Orlando between
Jan. 31 and Feb. 1, to identify investment opportunities and sentiments around the globe.
Opportunities in the U.S. vs. Abroad
More than half (52 percent) of survey respondents said they are looking outside traditional
U.S. equities for performance in 2013.
Of those investors, 21 percent have their eyes on precious metal investment opportunities and
another 21 percent see the greatest opportunity in international equities.
Seven percent of survey respondents anticipate currencies will offer the greatest upside this
year and 3 percent are looking at international fixed income.
Further highlighting investors’ increasing focus on opportunities outside the United States,
two-thirds of survey respondents said they believe international investment positions have
become more important in their portfolios than they were five years ago.
“Investors today are realizing the importance of a well-diversified portfolio and appreciate that
it’s not as simple as having the right balance between equities and fixed income assets,” said
Frank Trotter, President of EverBank Direct.
“Alternative assets like precious metals and currencies are more important than ever as
investors look for ways to find better yields in a low-interest-rate environment and still-fragile
global economic environment.
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3. We’re seeing increased demand in products that give investors exposure to those diverse asset
classes, but we believe that many investors can do more to diversify.
The reality is diversification is not as difficult or complex as many people believe, and we’re
seeing a growing awareness of the importance of building investment portfolios that include
traditional U.S. equities, traditional fixed-income assets and a wide range of more non-
traditional investment vehicles.”
Finding Value in a Low Interest Rate Environment
With record low interest rates holding steady, investors must decide how to manage their
portfolios, according to EverBank. When asked to identify the strategy they would most likely
pursue during this low rate environment, investors were fairly divided:
 31% of investors said they will pursue new ways to add value to the cash
positions in their portfolio.
 27% will seek out international investment opportunities.
 26% percent will look into real estate opportunities.
 Currencies and other alternative investments received 15%of the responses.
“Low interest rates are a major cause for concern among investors who are looking for safe,
but value-driven options,” Trotter noted.
Source: EverBank Financial Corp
De Beers Forevermark grades $500 million of diamonds in 2012
DIAMONDS - The value of diamonds inscribed by
De Beers Forevermark amounted to million in
, according to Stephen Lussier, the E of
Forevermark.
Speaking at the opening of the umbai Signature
show, Lussier reported that India accounted for 8%
of the brand's sales during the year, having
launched in the country in January 2011.
The De Beers brand is planning to increase that to 20% in the next five years.
Source: Diamonds.net
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4. Property funds gain appeal with wealthy investors, report says
REAL ESTATE FUNDS – Affluent investors are
expressing a growing interest in private real
estate funds as they regain their appetite for
risk, according to a recent report from Prequin,
an analytics firm specializing in the alternative
investment sector.
More than half of investors in private real estate
funds indicate they will increase their investment
in 2013, compared to 36% last year, according to
Prequin. The share falls to 45% among investors
with less than $10 billion in assets under management.
Source: Millionaire Corner
£8bn of new investment could revive Britain’s oil and gas industry
OIL & GAS – A new investment boom in Britain’s oil and gas
industry could help reverse some of its recent dramatic
decline, analysts say.
A total of more than £8bn of new investment has been
announced by a number of companies over the last six
months, creating around 6,000 specific jobs and the
potential for more in the supply chain, according to trade
body Oil & Gas UK.
Source: The Engineer
Jack Lifton among speakers at international rare earths conference
Advisor on rare earths to the White House Jack Lifton will be among the
international speakers who will be presenting papers and sharing their
views on this hotly debated issue of rare earths when they attend the
international seminar on rare earth in Kuantan this week.
The seminar will be held at on Feb 28 at University Malaysia Pahang
(UMP) in Gambang.
Source: New Straits Times
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5. Can US President Obama deliver on clean energy commitments?
CLEAN ENERGY – US President Obama is going to
take another crack at tackling climate change.
Of course, that doesn't mean much is actually
going to happen... Sure, the president will
continue to offer support for cleaner energy
generation, but when it comes to curbing the
effects of highly-polluting industries, there's only
so much he can actually do when there are few in
the House that will bend an inch to support any
kind of climate change or pollution mitigation regulations.
Source: Energy & Capital
Drought will weigh on 2013 agricultural commodity prices, report
The agricultural industry was hit hard by the
most severe and extensive drought in at least
25 years in 2012, which had an impact on
crops, livestock and food prices at all levels.
While prices already started increasing in the
fourth quarter of 2012, the majority of the
impact on retail food prices will likely be seen
throughout 2013, according to a recent report
by the U.S. Department of Agriculture (USDA)
analyzing the drought.
Source: MSN Money
Economic growth boosts platinum group metals and silver EFTs
PRECIOUS METALS – Economic growth in the US
and China is supportive of platinum group metals
and silver ETFs. Although the headline US 4Q GDP
number was disappointing, there was considerable
strength in consumption and business investment
growth, while most of the drag came from a
temporary slowing in government spending and
net exports.
Source: ETF Trends
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