IN THIS PAPER
Facts and figures: Practical information on the commodity investment landscape including size, categories, performance, correlation characteristics and more.
Understanding the asset class: Clear explanations of key terms and exploration of the most notable characteristics of commodity investment instruments.
Market access: There are many different ways of gaining exposure to the commodities market on a direct or an indirect basis. The report presents a brief overview of strategy types, ranging from active and enhanced passive commodity funds to real assets.
WHY DOWNLOAD?
Investors are looking again at the subject of commodity investment. After all, this is one of very few asset classes that delivered positive performance (even on a passive basis) in 2022, in contrast with the substantial losses in both equities and fixed income.
This concise report provides an introductory overview to commodity investment and relevant strategies that investors may consider, with their potential advantages and disadvantages.
The paper is part of our educational ‘Sector in Brief’ series, intended to support investors that seek a rapid overview of an asset class or strategy type, with a market summary followed by investment and manager research considerations.
Important Notices
This commentary is for institutional investors classified as Professional Clients as per FCA handbook rules COBS 3.5R. It does not constitute investment research, a financial promotion or a recommendation of any instrument, strategy or provider. The accuracy of information obtained from third parties has not been independently verified. Opinions not guarantees: the findings and opinions expressed herein are the intellectual property of bfinance and are subject to change; they are not intended to convey any guarantees as to the future performance of the investment products, asset classes, or capital markets discussed. The value of investments can go down as well as up.