AUTHORS
Maleeha Bengali
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
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.
Powell, How Would You Rate Inflation Now?
As real inflation ticks higher and much faster than actual GDP growth momentum, then it starts to become a real scare, an inflation scare.
With Inflation on the Rise, Will Markets Get Spooked?
The only place to hide will be and has been commodities, as they are truly inflation protection assets.
Oh, Dollar, Where Do You Go From Here?
It is only a matter of time until the Federal Reserve will need to pull back from its constant balance sheet expansion and quantitative easing.
Is Inflation the Elephant in the Room -- Or Just a Mouse Scurrying By?
It's on every fund manager's mind, but how big a problem will it be and will it stick around?
Reopening Injects Uncertainty Into the Oil Market
Here's why OPEC+ has no choice but to release oil.
As a Curve Ball Whops the Market, I See a Golden Opportunity
How does one navigate markets as the quarter unwinds with so much drama? Here's how.
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