mallowstreet Dinner: A New Cycle in Commodities Credit? Generating Diversified and Differentiated Returns and Income from Commodities Credit and Trade Finance

We see the commodity credit sector heavily underinvested, under-allocated, and undersupplied with capital. Providing credit to commodity related corporates and sovereigns can generate differentiated income uncorrelated to typical private credit sectors. Infrastructure, deglobalisation, and green capex could underpin a new commodity cycle driven by the demand of goods and materials necessary to meet the goals of these three trends.


Over dinner Gemcorp will discuss how the multi-strategy approach in commodities, unlike traditional commodity strategies, does not rely on futures or take directional bets on physical commodities. Rather Gemcorp pursues a credit strategy that will benefit from a commodity uplift while providing a positive income stream.


This event is FREE to attend for investment decision makers and their advisers, and is accredited for CPD points by the Pensions Management Institute (PMI).



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Speakers

Program

  1. Guest Arrival and Welcome Drinks

  2. Seated for Dinner

  3. Service Begins followed by Discussion

    Over dinner Gemcorp will discuss how the multi-strategy approach in commodities, unlike traditional commodity strategies, does not rely on futures or take directional bets on physical commodities.

  4. End