Rethink Commodities

In this paper we:
Show how commodities have offered diversification throughout past growth and inflation cycles, and suggest that attractive valuations and a period of reflation could underline the case for commodities in an inflation-sensitive portfolio today

Explain why a commodity-futures index is, in our view, the most convenient and effective way to get exposure

Discuss the severe drawbacks of traditional commodity indices and the ways in which the Lombard Odier Investment Managers Commodity Indices aim to address these drawbacks.