CTAs fight in choppy markets


The coming three months will provide interesting opportunities for commodity funds as the coldest winter for 50 years is being predicted, and the fall-out from the US hurricanes is assessed, making the fundamentals harder to read for CTA managers.

These views, of Russell Newton, director at London's Global Advisors, are added to the continuing high prices for natural gas, providing opportunity for the wise.

Energy products always constitute a large proportion of Newton's portfolio, typically 80%

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