Mastering the Commodities Markets

COMMODITIES ARE AN ASSET CLASS IN THEIR OWN RIGHT

For many years commodities have been relegated to an esoteric backwater but now they have become fashionable; they are volatile, often found in dangerous countries like Afghanistan, can move prices in every other consumer and financial market, yet until comparatively recently were an asset class understood by only a relatively small group of market practitioners.

Every day on the front pages of your newspaper you read about commodities, their prices, their effect on the country and your wallet, coupled with overpopulation, climate change etc.; even our taxi drivers are experts. We regularly hear that commodity markets are driving the capital markets and everyone nods wisely, but let’s cut to the ...