Commodities & Inflation: Short-Term Disruption with Long-Term Implications

26300 Harvard Road,Warrensville Heights OH 44122

20 April, 2022

Description

Join Matthew Schwab of Quanitx Commodities for an interactive discussion on how investors can hedge portfolios if inflation persists Inflation in the U.S. is rising at the fastest pace in decades, Fed Fund futures are currently pricing in a full 2% of rate hikes by the end of 2022, and commodity futures markets have been thrown into disarray since Russia invaded Ukraine. After a decade of being an afterthought, commodities are now the eye of the storm. What is going on in these markets, is the recent spike in prices short-term or are there long-term demand/supply dynamics that investors are overlooking, and how can investors hedge portfolios if inflation persists? We will attempt to answer these questions and more through an interactive discussion with Matthew Schwab of Quanitx Commodities, a commodities-focused investment firm with decades of experience investing the asset class. Lunch is Sponsored by Harbor Funds Matthew Schwab Matthew has 25 years of experience in the commodity markets. Prior to joining Quantix, Matthew was a Managing Director and co-head of Research, Portfolio Management, and Portfolio Construction for the Alternative Investment Strategies group within Quantitative Investment Strategies at Goldman Sachs Asset Management. Prior to that he was global head of Systematic Trading Strategies in the Securities Division. He joined Goldman Sachs as a Managing Director in London in 2007 and relocated to New York in 2009. This event will not be livestreamed, please join us in person at the Marriott East