Tue, Oct 23, 2018
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Big data changing the way commodities funds are run

Friday, October 27, 2017

Komfie Manalo, Opalesque Asia:

For some time now, many investors and fund managers have been studying and applying big data - such as satellite imagery, for example - conceptually and operationally. Jonathan Goldberg, founder & chief investment officer of BBL Commodities, said that the financial industry is seeing its share of new information sources coming into the market, some of which is good for the market and some is bad for the market.

Big data and commodity funds: Oil versus gas

He told participants of the Opalesque 2017 New York Roundtable, "We certainly know that historically oil data is not very reliable and there is a difficulty in checking the data versus other data sets. So there is no arbiter of what's right sometimes… But let me add here that other markets are much more advanced than oil. For example in natural gas the data is more reliable as the data sources are US based and consistent. That allows us to use a sort of big data advantage."

Goldberg's observations were shared by Matthew Heap, portfolio manager at Orion Resource Partners. According to Heap, the markets are now trading in a world where "everybody knows everything in commodities." However, he also pointed out that in the commodities market is really two parallel markets: the fina......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. BB&T Securities to bolster alternative investment offerings with CAIS platform[more]

    Laxman Pai, Opalesque Asia: The financial services firm BB&T Securities has selects the financial product marketplace CAIS to expand alternative investment access for advisors. A press release from the wholly owned subsidiary of BB&T Corporation said that with CAIS, it will gain access to pr

  2. Europe: Europeans up interest in unconstrained bond strategies, Generali steps up efforts to build multi-boutique business, Nordea bank in new Russia funds complaint, FCA proposes climate risk reporting duty for asset managers[more]

    Europeans up interest in unconstrained bond strategies Unconstrained bond assets are on the rise. Across both retail and institutional accounts, assets under management in these strategies rose from $153.2 billion in Q2 2013 to $289.7 billion in Q2 2018, for a five-year compound annual

  3. Robert Citrone's discovery cashes in on bearish bets[more]

    From Institutional Investor: The macro hedge fund is riding strong gains since mid-year thanks to savvy wagers against Italian fixed income and other instruments. Macro hedge funds are finally getting a reprieve, between the bond market selloff and overall financial market volatility - two even

  4. Hedge funds at the 'core' of stock slump may be done offloading, Why hedge funds will stick with ever-risky short volatility trades[more]

    Hedge funds at the 'core' of stock slump may be done offloading From Bloomberg: One quantum of solace for bruised stock bulls: Some of the usual suspects behind last week's rout may be done frightening markets. Equity long-short hedge funds are among the worst-performing categori

  5. Investing: Billionaire Leon Cooperman explains how he ended up investing his personal money in pot stocks, U.S. fund investors pull most cash from bonds since February -ICI[more]

    Billionaire Leon Cooperman explains how he ended up investing his personal money in pot stocks From CNBC: Billionaire hedge fund investor Leon Cooperman confirmed to CNBC on Wednesday that he has personal money in the cannabis industry, noting investments in a few young marijuana companie