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Investors behind pace on commodities
The Australian investment industry is not keeping pace with the rest of the world when it comes to asset allocation in the commodities sector, according to research conducted by .
The research, details of which were released this week, suggests that Australian investors are failing to capitalise on opportunities and reduce investment risk.
Commenting on the research, the director of Macquarie Financial Services Group’s Alternative Assets Division, , said the conclusions of the research had the potential to challenge the status quo of both the asset allocation and securities selection processes being employed by Australian investors.
“We initiated this research to find out what international investors were thinking and how relevant their strategies might be for Australian investors,” he said. “While we weren’t surprised at the international attitude to investment in commodities, the findings could cause Australian investors to think more carefully about the approach they take to the implementation of asset allocation strategies.”
Swanger said the research had drawn several main conclusions:
That commodities added to a balanced portfolio of Australian and international assets could improve returns and potentially reduce risk.
That Australian investors are using resource stocks such as and RIO as a proxy for commodity exposure, and are ending up getting more of an equities market exposure.
AUTHOR
Mike Taylor
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