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ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski

Top Traders Unplugged

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Strategic Commodity Management in Investment Portfolios

This chapter explores the integration of commodities into investment portfolios, emphasizing the management of commodity beta and the importance of risk management frameworks. It also highlights the shift towards investing in diverse real assets like natural gas and carbon credits, positioning commodities as valuable, uncorrelated assets in the realm of renewable energy.

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