Fears of inflation, sovereign risk combined with demand from emerging markets and depreciation of the US dollar have seen demand for commodities soar, catapulting them into an asset class of their own. New products and indexes have been launched this year and the battle to overcome contango continues to be fought.
"The investment case for commodities has got many rationales [not least] a protection against inflation," says Tim Owens, head of commodity solutions at JP Morgan in London. "There is
The week on Risk.net, July 7-13, 2018Receive this by email