JPMorgan Comes Out With First "Overweight" Call On Commodities Since September 2010

``Over the past year, we have grown more positive on the asset class, as energy has improved, expected  menaces in bulks and metals have arrived, and sentiment across commodities has belatedly soured. However, our strategies have sought to be directionally neutral. Now, we move to recommend a net long, overweight exposure for institutional investors for the first time in more than two years, based on ten fundamental factors we quantify in this note."''