Maleeha Bengali is CEO of MB Commodities Capital, based in London. In the past two decades, she has worked as a portfolio manager and hedge fund manager for UBS, Goldman Sachs, and Merill Lynch. She began contributing to TheStreet's Real Money in 2018, where she specializes in commodities coverage.
Bengali focuses on using both top-down macro and bottom-up fundamental relative value analysis applying cross-asset arbitrage techniques to capitalize on the relative mispricings evident in these asset classes. She has generated a compound annual growth rate (CAGR) of ~ 10% using systematic delta neutral investment trading strategies; minimizing market and directional risk while maximizing returns, focusing on alpha generation.
When Bengali isn’t covering global financial topics, she can be found on the tennis court, biking, or listening to EDM music.
Recent Articles By The Author
Growth Is Back With a Vengeance Vs. Value, So Is The Great Rotation Over?
That's hard to say, though the next few months could answer that question.
China Is Selling State Reserves, So What Is It Trying to Tell Us?
China buys low and sells high when it comes to commodities, which makes its latest moves worth watching for telltale economic signs.
OPEC+ Is in the Driver's Seat and It Knows It
The oil consortium can cause prices to swing to and fro by manipulating supply, so it's worth watching its moves.
Bonds vs. Equities: The Markets Seem Disconnected
Is the Fed ready to help markets start its rehab program or will it continue to feed the junkie?
Here's Why Copper Is Down
We know the structural case for the deficit in copper, and how it's one of the tightest commodity markets.
Why Is the S&P 500 Stuck at 4200?
Looking underneath the surface, there have been quite a few discrepancies in terms of themes, rotations and consensual trade unwinds.
As Brent Prices Head Higher, OPEC+ Sees Its Strategy Working
But will they get greedy and let the market get too tight over the summer?
Is Iron Starting to Soften?
Commodities are all a timing game -- so let's look at iron ore's move down from its huge rally, and check China's role in prices.
Let's Face It: This Has All Been One Big Macro Trade
The market once again is debating between inflation and deflation.
You Don't Have to Choose Between Bitcoin and Gold Coins
This is the real question to ask when choosing between the 'boring' investments of yesterday and the shiny, new ones of today.