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2011 CFA Program Curriculum: Level 2, Volume 5

CFA Institute

Chapter 50

INVESTING IN COMMODITIES - all with Video Answers

Educators


Chapter Questions

Problem 1

With respect to Exhibit 1, which of the following statements is most likely to be accurate?
A. The commodities market was in contango in 2008.
B. The total commodity return for 2008 is incorrect because the roll yield cannot be negative.
C. The negative return in 2009 is due to the fact that futures prices declined more rapidly than spot prices.

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Problem 2

With respect to Statement 1 , Sutter's statement is:
A. consistent with the Fund's economic forecast.
B. inconsistent with the Fund's economic forecast because the forecasted returns on commodities are close to zero.
C. inconsistent with the Fund's economic forecast because the return on the commodity index portfolio is less than the combination of short-term interest rates and inflation.

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01:12

Problem 3

Regarding Statement 2, Sutter is most Likely:
A. correct.
B. Correct with respect to storage, but incorrect with respect to being an asset class.
C. incorrect with respect to storage, but correct with respect to being an asset class.

Aditya Sood
Aditya Sood
Numerade Educator

Problem 4

With respect only to the real international growth forecast, the commodities markets will most likely be in:
A. contango.
B. equilibrium.
C. backwardation.

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Problem 5

With respect to the portfolio allocation in commodities, the board's concerns are most likely:
A. valid; the Fund should reduce exposure to commodities in a volatile market.
B. invalid; the forecast return of $6 \%$ to $7 \%$ compensates the Fund for the additional risk.
C. invalid; investing in commodities offers diversification opportunities during periods of economic fluctuation.

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Problem 6

If the analyst's forecast for inflation over the next several years is accurate, commodities would most likely:
A. provide return benefits due to the high correlation with inflation.
B. provide diversification benefits due to the low correlation with inflation.
C. provide diversification benefits due to the high correlation with inflation.

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