We believe our Commodities strategies are an efficient way to gain broad commodity exposure:
Access to Full Commodity Spectrum
Broad-based expertise across the broad commodity complex allows us to identify opportunities for both our long/short and long only products.
Diversification and a Hedge to Macro Events
When attempting to outperform the various commodity benchmarks, we believe it is critical to be able to navigate the entire commodity complex. Commodities can in certain circumstances be a strong inflation hedge, geopolitical hedge and (historically at times), a hedge to a downturn in the equity markets. We believe adding a small percentage of commodities to a portfolio can help mitigate macro events.
Access to Experienced Team
We leverage the expertise and knowledge of our Global Fixed Income team to gain insight into policy and currency developments which influence the commodity markets.
For more information, please contact your GSAM relationship manager