Recent heightened levels of uncertainty have highlighted the need for diversification and may continue to drive investors in search of alternative asset classes, including commodities.
Andrew Karsh, Co-Lead Portfolio Manager for the Credit Suisse Total Commodity Return Strategy said, “Over the last couple of years, we have seen macro factors dominate across many asset classes, including commodities. As market uncertainty declines, we expect commodity-specific factors to re-emerge as a driving factor of prices which should cause inter-commodity correlations to decrease while simultaneously reducing correlations with other asset classes such as equities and fixed income.”………………………………..Full Press Release: Source
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