Yokohama Daisan Management in-depth analysts find commodities which are genuinely cheap. Offering an inflation hedge unmatched by most other asset classes, significant diversification benefits and the prospect of improved risk adjusted returns, even on a pedestrian outlook.
Commodities diversify equity risk but, given their intrinsic link with economic growth, it would be unrealistic to expect them to hedge so called tail risks.
We estimate that commodities only have to generate returns of around 2% a year to improve portfolio risk adjusted returns.
Yokohama Daisan Management taker advantage of the commodities at a low price, giving clients great value to add to their portfolio and reach financial aims.