We have a Mighty Commodity Equity Strategy now

136 Views19 May 2026 07:57

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SUMMARY

Today I don’t want to talk about commodity markets - today I want to present you a new strategy we designed over the past years.
Our goal was always to find a way to translate our commodity/macro expertise also to commodity equities - and as you may know this can be quite tough.
But what if I tell you there is an equity staretgy that translates our framework to equities: has no signifacant correlation to the broad equity market

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