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From Precy Dumlao, Opalesque Asia:

Robert Kiernan, CEO of $2.1bn specialty asset management firm Advanced Portfolio Management expressed enthusiasm over a wide range of commodities-related opportunities "resulting from the current and expected volatile dynamics of the global economy," during the recent Opalesque New York Roundtable.

"In all of these cases, we think that there are significant opportunities to generate superior risk-adjusted returns from active management without requiring any significant rally in the underlying markets. This is especially important in the current investment environment as we are also concerned about potential systemic risks that may be looming just over the horizon," he lamented.

Bernie Drury, CEO of Drury Capital, a $300m CTA based in New Jersey echoed Kiernan's assessment. He explained that as a firm which approaches the market from a technical perspective, Drury Capital sees a strong potential in commodities space.

"At the moment, our technical analysis is also pointing to some of the factors you are alluding to. For example, some of the commodities, such as the metals - particularly gold, and to a lesser extent silver and base metals, have been in strong up trends. Gold is in a category of its own owing to its symbolic value - i......................

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