Why Producers Fell From 35% of the S&P to 5% — And What It Means for Portfolios | Doug Daly, Core Commodity

Doug Daly joined Core Commodity Management straight out of Johns Hopkins, where he studied physics and applied mathematics, and is now a managing director and portfolio manager at the firm. Core Commodity is dedicated entirely to commodities asset management, founded in 2003 by some of the most senior innovators in commodities futures — including the firm's CIO, who co-created what is now the Bloomberg Commodity Index. The firm's flagship natural resource equity strategy has been running sinc...