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
What Did the Fed Really Tell Us at Jackson Hole - Implications for the Dollar?
The true question is, is there even another currency that can replace the dollar? Not really.
Market at All-Time Highs but It's Literally Boiling Down to Just One Stock!
Is that a sign of a healthy market?
Is U.S. Natural Gas in a Bull Market?
Judging by how cheap gas stocks are, the question is if this is the start of a new bull market or just another bear market squeeze.
There's Not a Single Dollar Bull Left!
Make no mistake, we're at the beginning of the demise of the dollar, but we're still years away from a total collapse.
Printing Cash Alone Can't Save the Economy
The Fed is hoping its plan works, but one big risk is stagflation.
Is It Inflation or Deflation? You Can't Have Both
Let's pick apart what's going on, and why we should worry about stagflation.
Fed's Powell Hands Off the Baton, so It's All About Fiscal Policy Now
The Fed did a great job in boosting the asset markets with its aggressive monetary stimulus; now we need to see real economic growth.
When the Lagging Asset Classes Go Euphoric, Watch Out
All eyes will once again be on the Fed when they meet this week.
Watch the Dollar: It Is Not Over Until the Fat Lady Sings
Let's see where the greenback goes from here, because that will be revealing in multiple ways.
Growth vs. Value: Can Cheap Get Any Cheaper?
It is tempting, but daunting, for a portfolio manager to try and call the unwinding of the growth/value trade to make a name for themselves.