Commodities are volatile and not yield bearing. What’s the attraction for investors? The main benefits are diversification. The low correlation between commodities and equities provides lower risk for a portfolio, bearing in mind that the year 2008 was only the third year since 1970 when commodities and equities were down at the same time. Commodities investment also offers inflation protection….
Q&A with Andrew Karsh, portfolio manager for the total commodity return strategy, Credit Suisse
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