Quantamental

How to create collaboration between quantitative and fundamental approaches

Introduction This write-up tries to address the question of how we can increase the synergy and collaboration between quantitative and fundamental aspects of commodity investing. As a first step we need to define what we mean by quantitative and fundamental commodities research or investing and what we hope to achieve with each of these methods. A clash of quant and fundamental points of view Broadly, in the commodities space, fundamental analysis can be thought of as the study of the balance sheets of different commodities of the major producing an consuming nations.