Just days after we sat down with Paolo Viale as one of the Go-To Managers at SuperReturn, Fasanara Capital has opened its first US office at Rockefeller Center and named 21-year Goldman Sachs veteran Cameron Arrington as Head of US Capital Formation. The technology-driven manager is deepening its push into the world's largest capital market, pairing a New York address with a senior credit hire to court US institutional money.

Auspice Capital founder and CIO Tim Pickering lays out the structural case for commodities and the empirical case for managing them actively. His back-test argues a systematic trend-following approach turned USD 1,000 into roughly USD 7,614 from 2000 through April 2026, against USD 2,123 for passive BCOM exposure, with about a third less volatility and a far shallower drawdown. He frames the 2020s as a commodity super-cycle driven by a decade of underinvestment, decarbonization, deglobalization and AI-led electrification, with inflation reverting toward a 3 to 4 percent range.

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