Are commodity futures a good hedge against inflation

Author First name, Last name, Institution

Laura Spierdijk
Zaghum UmarFollow

Document Type

Article

Source of Publication

SSRN Electronic Journal

Publication Date

1-1-2010

Abstract

This study assesses the hedging properties of commodity futures across three dimensions: market, investment horizon and time. Measured over the full sample period (1970-2011), commodity futures show significant ability to hedge US inflation, especially for investment horizons of at least one year. Particularly commodity futures in the markets energy, industrial metals, and live cattle have favorable hedging properties. However, the hedging capacity exhibits substantial variation over time. It has been increasing since the early 1980s and reaches an historical high towards the end of the sample period. Although we establish significant hedging ability for commodity futures indices, we observe a trade-off between the reduction in real return portfolio variance realized by adding commodity futures indices to the portfolio and the expected real portfolio return.

ISSN

1556-5068

Publisher

Elsevier BV

Volume

3

First Page

35

Last Page

57

Disciplines

Business

Indexed in Scopus

no

Open Access

no

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