The Predictability Premium with Christian Lins (Part 1)

For commodity trading professionals, it now seems obvious that large global asset-backed producers, refiners, miners and processors should have some form of trading capability. The risks alone of having a stranded product, an unfulfilled short or being exposed to wild price swings justify it - let alone the profits, the market access and intelligence they generate. This view rarely translates to the other divisions within the group, let alone the board and shareholders. Commercial teams are seen as risky, cash consumers and culturally suspicious and supposedly investors discount it.  In this two-part series we tackle why there is such a disconnect. Whether there is true value assigned by investors. And how senior commercial leaders can bridge the gap.

To read Christian's paper on the subject (available on October 7th) visit: https://www.oliverwyman.com/our-culture/our-people/christian-lins.html

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