Commodities have substance in a bimodal world

The long-term case for commodity investment will be affected by dichotomous anxieties about deflation and inflation, but can be alleviated by trading momentum.

Commodities have substance in a bimodal world

In an investment landscape more uncertain than usual, asset allocators and fund managers have a tough year ahead. Any outlook for conventional financial instruments stocks and bonds needs to be predicated on a view of the world that has, in the words of bond market sage Bill Gross, managing director of Pimco, shifted from the “new normal” to the “paranormal”.

“A new duality credit and zero-bound interest rate risk characterises the financial markets of 2012,...

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  • 2nd Compliance Summit Southeast Asia

    17 August 2017  |  Singapore
    The 2017 Compliance Summit Southeast Asia will take an in-depth look at the key compliance considerations today with a focus on regulation and new ...