Commodities: Swiss commodity traders smash common assumptions, offer `pure` fund of funds, Fears of future energy crunch tilt oil curve, Gold down 16% for year on year demand, but up 20% in value amidst credit squeeze and inflation, Platinum and palladium in high demand says ETF Securities, Food imports `to top $1 trillion`
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Opalesque Exclusive: Swiss commodity traders smash common assumptions, offer `pure` fund of funds
Benedicte Gravrand, Opalesque Geneva:
A fresh approach to commodities – or rather, an expert one – would premise ‘commodities’ as an asset class in its own right, and not a sector or some other sub-division stuffed in a portfolio’s equities asset class. Opalesque met with two old hands in commodities, fund managers Nicolas Maduz and Matthieu Bosser at their Geneva office to discuss the misunderstood asset and TAMULTI, their multi-strategy FoFs.
Commodities – what do we know?
Now is a good time to go into commodities and play with the low inventory levels, shortages, rising demand in raw materials and tense geopolitical situations. Commodities also allegedly remain the best hedge against an unexpected inflation risk.
Commodities traditionally include grains, gold, beef, oil and natural gas. More recently, the definition has expanded to include financial products such as foreign currencies and indexes, as well as modern assets such as cell phone minutes and bandwidth. Tiberius deals mainly with energy, metals and grains.
“Most managers and investors invest in commodities as a sector allocation, not as an asset class in its own right,” Nicolas Maduz said. “We think that commodities should not be dealt with as equities, but rather as tangi...................... To view our full article Click here
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