Managers from Investment Week's Thematic Investing Breakfast Briefing discuss the drivers and risks for these strategies.
Partner insight Jeremy Baker, senior commodities strategist and portfolio advisor, Vontobel Asset Management Can you give a brief overview of your fund and how it may work in a client's portfolio? Vontobel Asset Management has been actively managing commodity portfolios since 2007, over which time we have consistently beaten the benchmark Bloomberg Commodity index (TR). With a focus on fundamentals (while still understanding the impact of technicals), the performance profile of our commodity funds can add diversification and de-correlation to a portfolio. An added benefit i...
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