Commodities & Alternatives
Gold as a strategic asset
The investment thesis
- Potential to lower risk
- A portfolio diversifier
- An inflation hedge
- A dollar hedge
Matt Hancock
Director & Head of Research
LI Investments
Ben Wallace
Director & Portfolio Strategist
LI Investments
Commodities & Alternatives Lead Partner



Gold as a strategic asset
The investment thesis
- Potential to lower risk
- A portfolio diversifier
- An inflation hedge
- A dollar hedge




Commodities & Alternatives Lead Partner

Four reasons to consider investing in real assets in 2021
Enhancing traditional stock and bond portfolios
- Competitive historical returns
- Enhanced diversification potential
- A hedge to inflation
- Attractive yield potential
Oliver Dowden
Director, Wealth Management
Ipsum Investment Advisory
Commodities & Alternatives Lead Partner


Four reasons to consider investing in real assets in 2021
Enhancing traditional stock and bond portfolios
- Competitive historical returns
- Enhanced diversification potential
- A hedge to inflation
- Attractive yield potential




Commodities & Alternatives Lead Partner

The investment case for nickel ETPs
An electric proposition
- Regulatory tailwinds and the shift to clean energy
- Suppy and demand imbalances
- Constructive macroeconomic landscape
- Portfolio diversification
Brandon Lewis
Fund Manager
Lorem Ipsum Investment Solutions
Commodities & Alternatives Lead Partner


The investment case for nickel ETPs
An electric proposition
- Regulatory tailwinds and the shift to clean energy
- Suppy and demand imbalances
- Constructive macroeconomic landscape
- Portfolio diversification



Commodities & Alternatives Lead Partner

Can we go back to pre-crisis oil prices?
The outlook for crude
- An evaluation of possible price pathways for leading oil benchmarks
- Structuring a trade: Capitalising on oil price recovery and relative price disparities while controlling for roll costs
- Capital market considerations: Understanding the ecosystem for oil ETCs
Brandon Lewis
Fund Manager
Lorem Ipsum Investment Solutions
Michael Gove
Portfolio Analyst
Lorem Ipsum Investment Solutions
Commodities & Alternatives Lead Partner



Can we go back to pre-crisis oil prices?
The outlook for crude
- An evaluation of possible price pathways for leading oil benchmarks
- Structuring a trade: Capitalising on oil price recovery and relative price disparities while controlling for roll costs
- Capital market considerations: Understanding the ecosystem for oil ETCs




Commodities & Alternatives Lead Partner
