Research Insights

White Paper Series


"Institutional Real Asset Strategies Part I - Commodities vs. Natural Resource Equities"

This RS Investments white paper examines how shifts in commodity fundamentals impact expected returns from passive commodity strategies, and then compares return streams and strategy attributes between commodity futures and natural resource equities.

  Read the White Paper (composite version, requires password)
  Read the White Paper (fund version, requires  password)



"Institutional Real Asset Strategies Part II -
Public vs. Private Equity"

This RS Investments white paper examines sources of returns for natural resource equity investors, both public and private. This piece also explores the potential benefits associated with employing a private equity approach in the public markets.

  Read the White Paper (composite version, requires password)



"A Closer Look at Commodity Price Inflation:
Institutional Real Asset Strategies"    

Investors have allocated over $350B to commodities in part to help protect against inflation. But what types of inflation are investors trying to hedge against and are direct investments in commodities the most effective way to protect investors from inflation? In this paper we examine different forms of commodity price-driven inflation as well as some ways which institutional investors can potentially help protect their portfolios from longer-term increases in commodity prices.

  Read the White Paper (composite version, requires password)
  Read the White Paper (fund version, requires password)

On-Demand Webcast

Extracting Value From Natural Resources (May 2012)
Topics included the current state of natural resource equities, specifically focusing on the three sources of potential returns, and a discussion on the correlations of natural resource equities, commodities and equities.

 View Webcast (requires password)

  View Webcast Transcript (requires password)

Notes from the Field

Read about the team's recent research trip to Chile where they visited some of the world's most advantaged copper and gold assets.

  Read the Research Report...


If you have received a password from RS Investments, you may download a PDF by using the "View PDF" links. Otherwise please contact us to receive the password for an e-copy or to have a hard copy sent to you.

Financial Advisors / Independent Broker Dealers / RIA: 877-500-2388

Institutional Clients: 800-766-3863, Option 2 or institutional@rsinvestments.com

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