RCM Alternatives Blog: Macro Commentary

12 Jan 2015

2014 – Best/Worst Performing Asset Classes

What “sport” has 1000s of teams, no rules, gets played night and day across the world with a scoreboard updated minute by minute, day by day, year by year, and decade by decade. It’s none other than the “game” of investing, where a new year is a great time to see where different assets finished in relation to each other.

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16 Feb 2015

Different Exposure, Different Price

Long Only Commodities as an asset class has been plummeting since around April last year, and the downtrend continues into 2015. The average move of commodity futures in January came out to be -5.02%, compared to ETFs -7.54%, with ETFs underperforming the futures markets they supposedly track by 2.52% {Past performance is not necessarily indicative […]

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