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
Europe Dodges a Natural Gas Bullet but May Not Be So Lucky Next Time
With China back up and running and snapping up a lot of gas, the Continent could find itself in a bind down the road.
The China Reopening: Not Quite 'Zero' to 100
Here's why we can't expect China to save the global economy -- and a reminder that commodities are a two-way street, supply and demand.
From a Sure-Thing Recession to No Landing. Is That Possible?
There never has been a time when the Fed has embarked on a rate-hiking cycle and something did not break.
Oil's Slipping Price Hints That Demand Isn't as Strong as Many Thought
Crude's curve to contango after China's reopening raises many questions.
Beware, an Economy in Recession Takes Time to Showcase Its Skeletons
Investors need to keep in mind that skeletons are there lurking in the corridors waiting to come out.
Why Is Sector Allocation So Important Now?
The fact of the matter is that the Fed knows as much as the market does, or perhaps even less.
Is Europe the New Poster Child for Asset Allocation in 2023?
It never pays to be invested in a one-sided way for too long, at least as it pertains to commodities such as natural gas.
Don't Let What's Coming Down the Pipe for Copper Knock You Off Guard
Here's why investors should refrain from fitting a narrative to copper's price move, and instead focus on getting properly positioned.
Back to the Dark Ages? No, We're Not Running Out of Natural Gas
We're past the middle of the peak of winter and even assuming this cold weather spell, inventories should close the season very comfortably.
Recession or Not? Market Wants to Have Their Cake and Eat It Too
What is really not priced in and not known is how bad will the 'higher for longer' rates of 5% be taken by the economy that is so levered in debt.
Oops!
We're sorry. There was a problem trying to send your email to .
Please contact customer support to let us know.
Please Join or Log In to Email Our Authors.
Email Real Money's Wall Street Pros for further analysis and insight
Already a Subscriber? Login