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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......................

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