Volatile but fundamentally floored?
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We continue our coverage of commodities with one mans analysis of the long-term case for investment. David Nahmanovici delivered his analysis at IDX in London, back in June. We were in the audience.
Volatile but fundamentally floored?
Commodities, with their unique properties and reputation for high volatility, were once eschewed by many investors as too risky for serious consideration.” So began David Nahmanovi’s solo presentation in the Queen’s Vault at The Brewery on the second day of IDX. Nahmanovici, manager for commodity investment solutions at Barclays Capital, had earlier asked his not-quite-capacity audience whether they were, or were intending to become, investors in commodities. The answer – a near-unanimous no to both questions – gave him perhaps more of an opportunity than he had expected.
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