Long/Short Commodity Investment for Diversified Portfolios

An attractive proposition

JIM NEUMANN, PARTNER AND PABLO URRETA, PARTNER AND HEAD OF RESEARCH, SUSSEX PARTNERS

The global search for uncorrelated returns continues as institutional investors deal with “priced to perfection” fixed income and equity markets in a risk on/risk off binary environment subject to economic and geo-political headlines. Various stages of Quantitative Easing (“QE”) have led to a rally in most asset prices as well as growing correlations between their seemingly unrelated return streams, against a backdrop of uncertain economic fundamentals. In this environment,...

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