City Wire USA: Confused by commodities? How to allocate to a market in flux

Investors are rethinking their commodity allocations after the asset class recorded both the best, and worst performance in the first quarter of 2017.

Money has been pulled from the sector owing to slower growth in China, an unstable oil price and president Trump’s failure to deliver on pre-election inflationary rhetoric.

‘At Toroso we tend to use 33 Act physical-backed commodity structures like GLD,’ he said. ‘But we are always looking for smarter versions like GEUR or GLDI, while evaluating the risk of these structures versus the potential rewards of the strategies.’

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