One ‘hot topic’ today is the question have institutional investors helped, inadvertently, to create a “commodities bubble” and if so, what should / can be done about it? This issue is now the subject of much media, commentator and regulator attention. NSFM participants, with their differing expertises and views, are ideally placed to explore this issue and this initial posting seeks to start a NSFM discussion on this critical question. Depending on how it develops, NSFM participants are welcome to offer via the coordinators [franz pls do a link to keith/cindy] – as on other topics – to co-chair a working group. The focus and terms of reference of any such working group will naturally arise from this discussion.
Comment on the paper Commodities and Institutional Investors
