The minds at Goldman Sachs are also predicting a bull market for commodities in 2011, a kind of bonus for investors nervous about inflation. Crude oil is at the top of the recommendation list by Goldman's commodities research group. It's the one commodity that has lagged others' run-up in 2010, and Goldman expects a U.S. recovery and China's powering economy to drive prices to an average of $100 a barrel in 2011 and $110 a barrel in 2012.
Investing in oil exchange-traded-funds can be a dangerous venture for individual investors, so we suggest looking to stable super majors such as Royal Dutch Shell, a 2011 pick by Fortune's Jon Birger. It carries a 5.5% dividend yield, trades at a P/E below its competitors, and as Birger argues, Shell has growth plans that should reward shareholders even if the price of crude doesn't rise.
NEXT: Chasing yield
