Investors seen favouring commodities as inflation hedge
Commodity prices are bouncing back, but will Asian asset owners now embrace an asset class they have long shunned? And is this the start of a new bull cycle, or a temporary rally?
Asset managers are advocating a re-appraisal of commodity funds, given the asset class has historically provided a natural hedge against the inflation many believe is returning to the global economy.
And global investors appear to agree. Since last January, when commodity funds' assets under management (AUM) hit their lowest level since the 2009 commodity crash, flows have climbed steadily, particularly during the second half of the year.
In January, inflows were especially str…
Please sign in or register
for free access to 1 article per month from AsianInvestor’s content and archives of over 16,000 articles.
¬ Haymarket Media Limited. All rights reserved.