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Tactical and strategic insights on managing a commodity fund

Thursday, May 28, 2009
Whilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009..

A SQUARE :: 28May09 Tactical and strategic insights on managing a commodity fund
Category Commodity
Faculty Dan McAlister
Expertise Commodity
Author Sona Blessing
Faculty Name
Long-term (circa 3+ years), we believe that commodities (as a basket) will move higher, but what happens in the interim will be subject to the investment community’s belief of economic recovery. So to break this down in time frames the near term is likely to remain difficult; therefore more active strategies should be preferred.
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