Metals could fuel growth with interest rates at inflexion point
Technical analysts see positive signs in metal commodities
The fringes of many CTA funds could be the drivers of their portfolio growth if a real inflationary cycle recurs, according to some systematic trading managers.
Julius Staniewicz, senior strategist for John W Henry & Company’s Strategic Allocation Program (SAP), says any re-emergence of inflation could see metal commodities — traditionally a smaller component of CTA portfolios due to the markets’ relative illiquidity — “fly, and it will not matter if we only have 5% exposure, it will still be
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