Commodities have been on a wild ride of late. It was only on Friday that iron ore had rallied above $70US/t; overnight another big fall had prices back below $63US/t. Not all commodities are moving in unison, as gold, silver and nickel have all held up well this week. Many resource commentators and experts alike have begun to call a bottom in the resources cycle, so for those brave enough to take a dip in the resources pool, where are the most attractive spots to look? John Robertson, Director of EIM Capital Managers, thinks ‘soft’ commodities offer the best equity investment prospects. “I would emphasise agriculturally oriented commodities like phosphate and potash,” he said exclusively to Livewire. Russell Delroy, Director at Nero Resource Fund, favours a more high-tech approach. “We have held a significant portion of the fund in lithium exposures for some time now. It clearly has the best demand dynamics of any commodity globally at present,” he shared with Livewire.