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Left to right: Bernd Scherer, Mikael Stenbom, Thomas Weber and James Skeggs |
Commodity trading advisers and quantitative strategies have been among the best in preserving capital, and delivering returns in recent years, but some fear capacity constraints will affect performance as more investors pile in. James Skeggs, head of research EMEA for Newedge Alternative Investment Solutions, moderated the session that was designed to sort the myths from realities. Mikael Stenbom, chief executive officer and majority owner of RPM Risk & Portfolio Management in Stockholm, said the issue of capacity is of increasing importance. “I think investors have been right in allocating assets...