The Future of Commodity Management

Tim Calgary: I think it's probably pretty unlikely that we go back to a world of quantitative easing, zero rates, no inflation, no vol anytime soon. So these are interesting times for what we do for sure, especially from a commodity perspective. May has actually been pretty good so far as far as I can tell, although there's been a few surprises towards the end in some of the markets. Some of the best performing markets and sectors has been things like meats and base metals,. Japanese equities and long gills in terms of fixed income. And of course, also accompanied by some trends in grain.

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