Opalesque Commodities Briefing » Fund Profile http://www.opalesque.com/Commodities_Briefing Wed, 30 Nov 2016 00:03:38 +0000 http://wordpress.org/?v=2.5.1 en Hedge funds favour grains to soft commodities - but will it last? http://www.opalesque.com/Commodities_Briefing/?p=144567 http://www.opalesque.com/Commodities_Briefing/?p=144567#comments Wed, 30 Nov 2016 00:03:08 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144567 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144567>Article Link</a> Hedge funds, despite lifting bullish bets on cotton to a three-year, favoured grains to soft commodities – so much so that many investors saw scope for fresh selling in the likes of corn. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144567
Index Funds, Quants and Hedging http://www.opalesque.com/Commodities_Briefing/?p=144531 http://www.opalesque.com/Commodities_Briefing/?p=144531#comments Tue, 29 Nov 2016 01:14:39 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144531 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144531>Article Link</a> The consensus that Index Funds Are Good is pretty universal, but also kind of boring. It turns out that the right way to invest is to … do nothing? To do exactly what everyone else does? To just stop paying attention? Indexing is low on action, low on personality, low on fees, low on excitement. It is good for you, but a bit bland. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144531
As OPEC looms, hedge funds more cautious on oil: Kemp http://www.opalesque.com/Commodities_Briefing/?p=144468 http://www.opalesque.com/Commodities_Briefing/?p=144468#comments Tue, 22 Nov 2016 23:24:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144468 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144468>Article Link</a> Hedge funds have taken a more cautious stance on oil prices amid a flurry of diplomatic activity aimed at securing a production-limiting deal among OPEC members by the end of the month. The funds cut their combined net long position in the three major Brent and West Texas Intermediate (WTI) futures and options contracts by just 3 million barrels to 422 million barrels in the week ending Nov. 15. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144468
As China punishes speculators, billions of dollars exit commodities http://www.opalesque.com/Commodities_Briefing/?p=144432 http://www.opalesque.com/Commodities_Briefing/?p=144432#comments Sun, 20 Nov 2016 23:45:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144432 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144432>Article Link</a> Billions of dollars in funds exited China’s commodities futures in less than a week, the most since February, as regulators curbed speculative trading in a display of Beijing’s power to swiftly cool markets. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144432
Hedge funds hiding out in ‘gold’ as US poll fears grip market http://www.opalesque.com/Commodities_Briefing/?p=144214 http://www.opalesque.com/Commodities_Briefing/?p=144214#comments Mon, 07 Nov 2016 23:11:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144214 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144214>Article Link</a> To understand how fearful investors are of all the wild cards in Tuesday’s US presidential election, just take a look at the gold market. Hedge funds are piling into the perceived safety of bullion, increasing their wagers that the metal will rally for a second straight week, US government data showed on Friday. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144214
Hedge funds cut bearish bets in grains and oilseeds http://www.opalesque.com/Commodities_Briefing/?p=144137 http://www.opalesque.com/Commodities_Briefing/?p=144137#comments Tue, 01 Nov 2016 00:36:35 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144137 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144137>Article Link</a> Demand in soyabeans and end of US harvest offer support for agricultural commodities. Hedge funds and other speculative investors have cut their bearish bets in grains and oilseeds, as firm demand in soyabeans and the end of the US harvest provide support for agricultural commodity prices. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144137
Hedge Fund Manager Sees $1,400 Gold By 2017 http://www.opalesque.com/Commodities_Briefing/?p=144029 http://www.opalesque.com/Commodities_Briefing/?p=144029#comments Mon, 24 Oct 2016 22:13:57 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144029 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144029>Article Link</a> Gold prices are expected to push past $1,400 an ounce in 2017, according to one billion-dollar hedge fund. In a recent interview with Bloomberg, Mark Mobius, executive chairman of Templeton Emerging Markets Group – which has assets under management of more than £1.6 billion — said that he could see gold prices rallying 15% in 2017 as he expects the Federal Reserve to keep interest rates low next year. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144029
Commodities funds may offer inflation hedge http://www.opalesque.com/Commodities_Briefing/?p=144005 http://www.opalesque.com/Commodities_Briefing/?p=144005#comments Thu, 20 Oct 2016 22:18:00 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144005 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144005>Article Link</a> If you look in the average investor’s closet of anxieties, inflation is probably the biggest, scariest monster of them all. And increasingly, investors have been looking at commodities funds as a way to offset the effects of inflation and diversify their portfolios. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=144005
Green Climate Fund approves $745m funding round http://www.opalesque.com/Commodities_Briefing/?p=143926 http://www.opalesque.com/Commodities_Briefing/?p=143926#comments Mon, 17 Oct 2016 22:23:06 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143926 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143926>Article Link</a> International agency signs off on 10 low carbon projects capable of mobilising $2.6bn of investment. The high profile Green Climate Fund has signed off on $745m of low carbon investment, taking funding from the agency past the $1bn mark. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143926
Saudi Arabia squeezes hedge funds with bearish bets on oil: Kemp http://www.opalesque.com/Commodities_Briefing/?p=143831 http://www.opalesque.com/Commodities_Briefing/?p=143831#comments Mon, 10 Oct 2016 22:17:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143831 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143831>Article Link</a> Saudi Arabia successfully confounded hedge funds with bearish views on oil by reaching an unexpected production deal with OPEC members in Algiers on Sept. 28, sending prices soaring in a short-covering rally. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143831
Hedge funds came prepared for last week’s gold price plunge http://www.opalesque.com/Commodities_Briefing/?p=143826 http://www.opalesque.com/Commodities_Briefing/?p=143826#comments Mon, 10 Oct 2016 22:15:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143826 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143826>Article Link</a> Gold has been on the defensive since last Tuesday when heavy selling saw it crash through $1,300 an ounce to a level last seen before the Brexit vote gave it a new leg up. For the week gold lost more than 5% with Friday US jobs numbers pushing the metal below $1,250 for the first time since the beginning of June. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143826
Gold Investors Have Doubled Their Money in 2016 http://www.opalesque.com/Commodities_Briefing/?p=143783 http://www.opalesque.com/Commodities_Briefing/?p=143783#comments Thu, 06 Oct 2016 22:44:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143783 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143783>Article Link</a> Commodity funds have gained 125% this year, making them the best performing sector of 2016. Thanks to a recovery in the oil price and a low interest rate environment, the top funds year to date are all commodity related. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143783
Hedge Funds Hurry Back Into Gold, Silver Post-Fed Meeting http://www.opalesque.com/Commodities_Briefing/?p=143722 http://www.opalesque.com/Commodities_Briefing/?p=143722#comments Tue, 04 Oct 2016 00:08:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143722 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143722>Article Link</a> Hedge funds were quick to jump back into their bullish gold and silver bets after the Federal Reserve left interest rates unchanged and lowered its long-term forecasts at its last meeting, according to the latest data from the Commodity Futures Trading Commission. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143722
Gold price: Hedge funds, ETF investors show buying fatigue http://www.opalesque.com/Commodities_Briefing/?p=143603 http://www.opalesque.com/Commodities_Briefing/?p=143603#comments Mon, 26 Sep 2016 23:08:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143603 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143603>Article Link</a> Gold touched a two-year high in July around $1,380 an ounce and year to date the metal is up 26% or close to $280 an ounce, one of its best annual performances since 1980. But there are signs that buying fatigue has set in for both hedge funds active on the derivatives market and institutional and retail buyers of physically-backed gold exchange traded funds. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143603
Commodity funds in fee ‘bonanza’ as assets soar 46% http://www.opalesque.com/Commodities_Briefing/?p=143564 http://www.opalesque.com/Commodities_Briefing/?p=143564#comments Thu, 22 Sep 2016 22:47:37 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143564 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143564>Article Link</a> Commodity funds and ETFs have seen assets soar 46 per cent since the end of last year creating a bonanza for providers due to the high fees they charge on the niche products, Cerulli Associates analysis reveals. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143564
Can ETFs Outperform Hedge Funds? http://www.opalesque.com/Commodities_Briefing/?p=143486 http://www.opalesque.com/Commodities_Briefing/?p=143486#comments Fri, 16 Sep 2016 00:58:49 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143486 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143486>Article Link</a> What can exchange-traded funds (ETFs) provide that hedge funds cannot? Some analysts suggest that ETFs of a particular type boast minimal problems with illiquidity, plus a position in the market that is not overcrowded. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143486
3 Commodity Plays to Pick Up Now http://www.opalesque.com/Commodities_Briefing/?p=143420 http://www.opalesque.com/Commodities_Briefing/?p=143420#comments Tue, 13 Sep 2016 00:39:35 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143420 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143420>Article Link</a> The specter of higher interest rates spooked investors Friday. The usual cohort of rate-sensitive assets (bonds, REITS, utilities, staples) suffered tremendously during the terror. Commodities were also one of the hardest hit areas, with gold and silver tumbling all day long. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143420
Global markets being jolted by systematic funds http://www.opalesque.com/Commodities_Briefing/?p=143401 http://www.opalesque.com/Commodities_Briefing/?p=143401#comments Mon, 12 Sep 2016 00:56:28 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143401 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143401>Article Link</a> Volatility is back and it is back with a bang. After an extremely quiet August, where Rupee traded within a very tight range against US Dollar, we are seeing a good bit of two way movement in the pair. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143401
Volatile gold demand tarnishes U.S. commodity fund sales http://www.opalesque.com/Commodities_Briefing/?p=143359 http://www.opalesque.com/Commodities_Briefing/?p=143359#comments Thu, 08 Sep 2016 00:30:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143359 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143359>Article Link</a> Turning fortunes for gold pushed withdrawals from U.S.-based commodity funds to their highest levels since April, Investment Company Institute data for the latest week showed on Wednesday. Investors pulled $601 million from those mutual funds and exchange-traded funds during the week through Aug. 31, the trade group said, though many gold funds have seen a rebound in recent days. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143359
Hedge Funds Are Uprooting Agriculture Futures Contracts http://www.opalesque.com/Commodities_Briefing/?p=143337 http://www.opalesque.com/Commodities_Briefing/?p=143337#comments Wed, 07 Sep 2016 03:53:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143337 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143337>Article Link</a> Eight times in the nine weeks leading up to August 15, 2016, hedge fund managers reduced their positions in agricultural futures, with cotton, wheat and corn particular sell-off targets. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143337
Why Hedge Funds are Mass-Selling Agricultural Futures http://www.opalesque.com/Commodities_Briefing/?p=143336 http://www.opalesque.com/Commodities_Briefing/?p=143336#comments Wed, 07 Sep 2016 03:53:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143336 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143336>Article Link</a> Agrimoney.com has reported that net long positions on key agricultural futures across the hedge fund industry have declined significantly in the past two to three months, down from roughly 600,000 contracts to 367,000 contracts in play. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143336
Hedge funds slash bullish gold price bets again http://www.opalesque.com/Commodities_Briefing/?p=143323 http://www.opalesque.com/Commodities_Briefing/?p=143323#comments Tue, 06 Sep 2016 01:41:57 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143323 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143323>Article Link</a> Large scale gold futures and options speculators or “managed money” investors such as hedge funds were wrong-footed by the negative employment and wage numbers and had been positioning themselves for further declines in the gold price ahead of the Dept of Labor data. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143323
Gold Fund Holdings Rebound From Biggest Two-Day Drop This Year http://www.opalesque.com/Commodities_Briefing/?p=143321 http://www.opalesque.com/Commodities_Briefing/?p=143321#comments Tue, 06 Sep 2016 01:41:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143321 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143321>Article Link</a> Gold steadied as holdings in bullion-backed funds rebounded from the largest two-day drop this year. Investors bought 0.6 metric ton of the metal through exchange-traded funds as of Friday, when prices rose as weaker-than-expected U.S. jobs data cut expectations that the Federal Reserve will raise interest rates this month. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143321
Fund Review: Energy http://www.opalesque.com/Commodities_Briefing/?p=143317 http://www.opalesque.com/Commodities_Briefing/?p=143317#comments Tue, 06 Sep 2016 01:40:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143317 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143317>Article Link</a> Energy funds have been struggling to deliver returns against a turbulent backdrop. Oil prices were on a downward trend by the end of 2015 and have been fluctuating this year before settling below $50 a barrel. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143317
Hedge funds bail on copper as Goldman sees ‘supply storm’ http://www.opalesque.com/Commodities_Briefing/?p=143222 http://www.opalesque.com/Commodities_Briefing/?p=143222#comments Tue, 30 Aug 2016 00:49:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143222 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143222>Article Link</a> Copper is stuck in a rut. While other metals have shined in 2016, copper has struggled to gain traction and last week erased its gains for the year. Demand in China, the world’s biggest user, is slowing just as Goldman Sachs Group predicts a “supply storm” will hit the market and drag prices even lower. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143222
Hedge Funds Bail on Copper as Goldman Predicts ‘Supply Storm’ http://www.opalesque.com/Commodities_Briefing/?p=143200 http://www.opalesque.com/Commodities_Briefing/?p=143200#comments Mon, 29 Aug 2016 01:26:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143200 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143200>Article Link</a> Copper is stuck in a rut. While other metals have shined in 2016, copper has struggled to gain traction and last week erased its gains for the year. Demand in China, the world’s biggest user, is slowing just as Goldman Sachs Group Inc. predicts a “supply storm” will hit the market and drag prices even lower. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143200
Hedge Funds Are Shrinking, Not Dying http://www.opalesque.com/Commodities_Briefing/?p=143177 http://www.opalesque.com/Commodities_Briefing/?p=143177#comments Fri, 26 Aug 2016 00:58:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143177 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143177>Article Link</a> Ouch! Actually, that didn’t hurt so much. News that hedge funds suffered redemptions of $25.2 billion last month may translate into some individual shops closing, but for the industry as a whole, it’s a drop in the ocean. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143177
Precious metal funds dominate after gold price surge http://www.opalesque.com/Commodities_Briefing/?p=143154 http://www.opalesque.com/Commodities_Briefing/?p=143154#comments Thu, 25 Aug 2016 00:46:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143154 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143154>Article Link</a> A gold price surge has pushed precious metal funds to the top of this year’s performance charts, reports the Financial Times. Having fallen by 40 per cent from a 2011 peak of $1,920 an ounce in the closing months of 2015, gold has risen by 25 per cent so far this year to above $1,330 an ounce, defying predictions it would tumble to below $1,000. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143154
Commodities on upswing in FY17 as funds return http://www.opalesque.com/Commodities_Briefing/?p=143123 http://www.opalesque.com/Commodities_Briefing/?p=143123#comments Tue, 23 Aug 2016 01:01:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143123 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143123>Article Link</a> International commodities markets are on a boil since beginning of the current financial year and most commodities are up be that metals, crude oil or agri commodities. While so far US has refrained from raising rate after last December hike which has attracted global financial investors to commodities again, the decision will continue to be a biggest headwind for commodity rally to continue. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143123
Hedge funds turn record bullish on soft commodities http://www.opalesque.com/Commodities_Briefing/?p=143020 http://www.opalesque.com/Commodities_Briefing/?p=143020#comments Mon, 15 Aug 2016 23:59:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143020 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143020>Article Link</a> Hedge funds boosted bullish bets on soft commodities to record levels, holding massive long positions in New York-traded sugar and cotton, according to data from the Commodity Futures Trading Commission (CFTC) regulator. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=143020
Hedge Funds Make Record Bearish Pound Bets on Brexit Pessimism http://www.opalesque.com/Commodities_Briefing/?p=142988 http://www.opalesque.com/Commodities_Briefing/?p=142988#comments Mon, 15 Aug 2016 03:41:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142988 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142988>Article Link</a> Hedge funds have made their biggest bearish bet on the pound before U.K. data due this week that will show the early effects of the nation’s decision to leave the European Union. Sterling reached a one-month low Monday ahead of reports on inflation, retail sales and unemployment benefit claims for July, which will provide more detail on how the economy is faring after the June 23 referendum. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142988
Hedge funds double down on bets against oil http://www.opalesque.com/Commodities_Briefing/?p=142950 http://www.opalesque.com/Commodities_Briefing/?p=142950#comments Thu, 11 Aug 2016 01:54:12 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142950 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142950>Article Link</a> Oil bears are betting the recent rally is over. Hedge funds nearly doubled their bets against West Texas Intermediate crude oil over the last month as prices pulled back from their June highs in the low $50s, according to Bloomberg data. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142950
The best and worst performing funds in the month after Brexit http://www.opalesque.com/Commodities_Briefing/?p=142853 http://www.opalesque.com/Commodities_Briefing/?p=142853#comments Fri, 05 Aug 2016 01:16:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142853 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142853>Article Link</a> Many investors were quick to take advantage following the EU referendum result, but there were wide disparities in performance between different sectors and funds in the month that followed. Here, Telegraph Money looks at the best and worst performers over the course of July, using analysis from Wealth Club, an investment service. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142853
Commodity funds generate poor returns as oil prices plummet http://www.opalesque.com/Commodities_Briefing/?p=142832 http://www.opalesque.com/Commodities_Briefing/?p=142832#comments Thu, 04 Aug 2016 01:24:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142832 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142832>Article Link</a> As oil prices plunged by more than a fifth in less than two months, returns on natural resources funds have turned negative, wiping out profits they made earlier this year. Some 50 fund products incorporated in South Korea, investing in commodities and stocks of natural resource-related companies, saw their average rate of returns sinking to minus 2.11 percent in the past one month, according to local financial data provider FnGuide. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142832
Fund Review: Gold http://www.opalesque.com/Commodities_Briefing/?p=142789 http://www.opalesque.com/Commodities_Briefing/?p=142789#comments Tue, 02 Aug 2016 00:53:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142789 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142789>Article Link</a> Gold is often seen by many investors as a safe haven, and with the UK’s recent vote to leave the EU adding to economic uncertainty, it is little wonder the asset class’s popularity has surged. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142789
Hedge Funds Raise Bearish Pound Bets to Record Before BOE http://www.opalesque.com/Commodities_Briefing/?p=142787 http://www.opalesque.com/Commodities_Briefing/?p=142787#comments Tue, 02 Aug 2016 00:53:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142787 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142787>Article Link</a> Hedge funds and other large speculators have boosted their bearish bets against the pound to the most since records began in 1992, according to U.S. Commodity Futures Trading Commission data. A U.K. report Monday suggested they may be right. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142787
Investors eye commodities funds http://www.opalesque.com/Commodities_Briefing/?p=142783 http://www.opalesque.com/Commodities_Briefing/?p=142783#comments Mon, 01 Aug 2016 01:51:32 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142783 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142783>Article Link</a> Commodities funds ended June in positive territory up +2.72 percent, according to performance data from eVestment - a rebound for the funds which has persisted throughout 2016. Asset flows have been consistent over the past 9 months as well, suggesting that investors are once again interested in commodities funds even after the wild price swings in commodity prices over the past few years. For investors looking to cash in, being defensively positioned will be key, says Jason Lejonvarn, Managing Director, Mellon Capital Management. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142783
Hedge funds suffer $20.7bn net outflows in June http://www.opalesque.com/Commodities_Briefing/?p=142702 http://www.opalesque.com/Commodities_Briefing/?p=142702#comments Wed, 27 Jul 2016 01:33:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142702 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142702>Article Link</a> Industry endures its longest sequence of quarterly withdrawals since 2009. Global hedge funds suffered net outflows of $20.7bn in June, as investors pulled more of their money out despite improved performance from most managers. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142702
Here’s Why Some Huge Hedge Funds Think Oil Prices Could Plunge Again http://www.opalesque.com/Commodities_Briefing/?p=142694 http://www.opalesque.com/Commodities_Briefing/?p=142694#comments Tue, 26 Jul 2016 01:10:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142694 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142694>Article Link</a> Hedge funds have been liquidating their former record bullish position in crude futures and options putting downward pressure on oil prices in recent weeks. But now the liquidation of old long positions is being replaced by the establishment of new short positions as fund managers try to capitalize on the downward cycle in prices. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142694
Hedge funds sell ags again - but wheat shorts ‘in trouble’ http://www.opalesque.com/Commodities_Briefing/?p=142684 http://www.opalesque.com/Commodities_Briefing/?p=142684#comments Tue, 26 Jul 2016 01:08:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142684 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142684>Article Link</a> Hedge funds extended their cut in bullish positioning on agricultural commodities to the longest of 2016, although ideas grew on wheat at least that the extent of short bets may not be sustainable, boding well for prices. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142684
Fund return hit by commodities, strong dollar http://www.opalesque.com/Commodities_Briefing/?p=142678 http://www.opalesque.com/Commodities_Briefing/?p=142678#comments Mon, 25 Jul 2016 04:05:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142678 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142678>Article Link</a> China Investment Corporation announced on Friday that its overseas investments generated a net return of negative 2.96 percent in dollar terms in 2015, falling from a positive 5.47 percent return for 2014, due to volatilities in international financial markets and foreign exchange losses triggered by an appreciating dollar. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142678
Windermere’s mining hedge fund geared for bull cycle, up 122% YTD http://www.opalesque.com/Commodities_Briefing/?p=142660 http://www.opalesque.com/Commodities_Briefing/?p=142660#comments Mon, 25 Jul 2016 03:57:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142660 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142660>Article Link</a> Benedicte Gravrand, Opalesque London: Precious metals such gold, silver, platinum and palladium, have not exactly shined in the past few years, but have started to experience recoveries so far this year. And the few funds out there investing in precious metals related equities are reaping the profits. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142660
Fund Review: Agriculture http://www.opalesque.com/Commodities_Briefing/?p=142580 http://www.opalesque.com/Commodities_Briefing/?p=142580#comments Tue, 19 Jul 2016 01:41:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142580 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142580>Article Link</a> Commodity markets have seen something of a rebound in recent months and agriculture is no exception. The soft commodity space is varied, ranging from cocoa to coffee to sugar, and while the focus has been on oil, gold and industrial metals and the effect on these of issues such as China’s slowing growth, agricultural commodities appear to have been somewhat under the radar. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142580
Hedge funds’ sell-off in grains raises hopes for corn, wheat rallies http://www.opalesque.com/Commodities_Briefing/?p=142579 http://www.opalesque.com/Commodities_Briefing/?p=142579#comments Tue, 19 Jul 2016 01:41:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142579 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142579>Article Link</a> The extent of hedge funds’ selldown in grains, while continuing to raise bullish bets on soft commodities, raised ideas that the worst could be over for liquidation in corn and wheat– if not for soybean derivatives. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142579
Hedge funds accelerate ag selldown - boding well for wheat prices? http://www.opalesque.com/Commodities_Briefing/?p=142461 http://www.opalesque.com/Commodities_Briefing/?p=142461#comments Tue, 12 Jul 2016 01:23:30 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142461 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142461>Article Link</a> Hedge funds accelerated their rate of selling in grains, fuelled by a hike in bearish bets on Chicago wheat to near-record levels – provoking ideas that a rout which has taken prices to 10-year lows may be spent. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142461
Oil Funds Hold Down Risk, Eye Volatility After Weak First Half http://www.opalesque.com/Commodities_Briefing/?p=142441 http://www.opalesque.com/Commodities_Briefing/?p=142441#comments Mon, 11 Jul 2016 01:16:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142441 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142441>Article Link</a> Oil—and the hedge funds invested in it—are still uncertain. Oil’s big rebound in the first half of the year was a squandered opportunity for most hedge funds with positions in crude, and a surge in volatility is likely to make it harder for them to call the market in the second half. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142441
Commodities Rally Is Fizzling Out as Merchant Fund Sees Oil Drop http://www.opalesque.com/Commodities_Briefing/?p=142436 http://www.opalesque.com/Commodities_Briefing/?p=142436#comments Fri, 08 Jul 2016 01:08:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142436 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142436>Article Link</a> The best is probably over for commodities this year as the Brexit vote adds risks to global growth and oil is set to retreat, according to the Merchant Commodity Fund, which returned 9 percent in the first half. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142436
Barclays launches £100m fund to boost UK agriculture http://www.opalesque.com/Commodities_Briefing/?p=142422 http://www.opalesque.com/Commodities_Briefing/?p=142422#comments Fri, 08 Jul 2016 01:04:54 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142422 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142422>Article Link</a> Barclays is inviting Cambridge and East of England companies to pitch into a new £100 million UK agricultural funding initiative. The bank is making that amount available in loans to boost the sector, to help future-proof the industry for the next generation, improve efficiency and create additional revenue streams to limit effects of market volatility. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142422
Hedge Funds Push Gold Bullish Bets To Record Level http://www.opalesque.com/Commodities_Briefing/?p=142287 http://www.opalesque.com/Commodities_Briefing/?p=142287#comments Wed, 29 Jun 2016 04:11:30 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142287 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142287>Article Link</a> Hedge funds and money managers were buying gold as prices were dropping, ahead of the British referendum on the future of its EU membership, according to the latest trade data from the Commodity Futures Trading Commission. Friday’s report showed that gold’s speculative net length reached historic highs last week. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142287
Investors Keep Piling Into Gold Funds http://www.opalesque.com/Commodities_Briefing/?p=142268 http://www.opalesque.com/Commodities_Briefing/?p=142268#comments Tue, 28 Jun 2016 00:57:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142268 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142268>Article Link</a> As the price of gold has soared, funds that track the precious metal are also reaching new heights. The two largest gold funds, SPDR Gold Trust and iShares Gold Trust, now own more physical gold combined than all but seven nations, according to analysis from Convergex. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142268
Investors pouring billions into passively managed funds http://www.opalesque.com/Commodities_Briefing/?p=142265 http://www.opalesque.com/Commodities_Briefing/?p=142265#comments Tue, 28 Jun 2016 00:57:12 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142265 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142265>Article Link</a> Cheap, flexible and tax-efficient. The three big advantages of passively managed exchange-traded funds continue to drive the migration of investment assets from actively managed mutual funds to ETFs. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142265
Hedge funds cooler on grains - but in softs, bullish bets at 8-year top http://www.opalesque.com/Commodities_Briefing/?p=142264 http://www.opalesque.com/Commodities_Briefing/?p=142264#comments Tue, 28 Jun 2016 00:56:57 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142264 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142264>Article Link</a> Hedge funds’ love affair with grains has began to cool, even as they raised bullish soft commodity betting to a six-year high, leaving them vulnerable to the market turbulence which has followed the UK vote to quit the EU. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142264
Hedge Funds Win World-Beating Rally With Record Gold Holdings http://www.opalesque.com/Commodities_Briefing/?p=142246 http://www.opalesque.com/Commodities_Briefing/?p=142246#comments Mon, 27 Jun 2016 01:23:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142246 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142246>Article Link</a> Unlike most of the world, gold investors got it right when it came time to betting on the Brexit vote. They were rewarded with a world-beating rally. Hedge funds boosted their bets on price gains for bullion to an all-time high just two days before U.K. voters took to the polls and decided to leave the European Union, sending global markets roiling. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142246
Oil prices under pressure as hedge funds adjust positions: Kemp http://www.opalesque.com/Commodities_Briefing/?p=142165 http://www.opalesque.com/Commodities_Briefing/?p=142165#comments Tue, 21 Jun 2016 01:29:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142165 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142165>Article Link</a> Hedge funds cut their net long position in the main crude futures and options contracts by 63 million barrels, 10 percent, in the week to June 14, as the rally in oil prices showed signs of running out of steam. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142165
Hedge funds lift bullish ag bets to 2-year top - raising scope for selling http://www.opalesque.com/Commodities_Briefing/?p=142154 http://www.opalesque.com/Commodities_Briefing/?p=142154#comments Tue, 21 Jun 2016 01:26:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142154 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142154>Article Link</a> Hedge funds hiked their net long in agricultural commodities to the highest in more than two years, led by the most bullish positioning in softs since 2008 – but providing ammunition for the selling which set in on Monday. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142154
Hedge Funds Turn Most Bullish on Russian Ruble Since 2013 http://www.opalesque.com/Commodities_Briefing/?p=142153 http://www.opalesque.com/Commodities_Briefing/?p=142153#comments Tue, 21 Jun 2016 01:26:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142153 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142153>Article Link</a> Hedge funds boosted bullish bets on the ruble before the Federal Reserve meeting last week and after Russia’s central bank resumed monetary easing, data from the U.S. Commodity Futures Trading Commission show. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142153
Gold price bulls kept faith as hedge funds wavered http://www.opalesque.com/Commodities_Briefing/?p=142119 http://www.opalesque.com/Commodities_Briefing/?p=142119#comments Fri, 17 Jun 2016 00:46:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142119 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142119>Article Link</a> A big factor supporting the gold rally – the best start to the year in more than a decade – have been investors in physical gold-backed exchange traded funds. Global vault holdings have swelled to 1,883 tonnes, the highest since December 2013 following net inflows of more than 400 tonnes so far this year – a dramatic reversal of the trend during the last three years when a staggering 1,198 tonnes left funds. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142119
Should Investors Buy Into Alternative Assets Like Hedge Funds? http://www.opalesque.com/Commodities_Briefing/?p=142069 http://www.opalesque.com/Commodities_Briefing/?p=142069#comments Wed, 15 Jun 2016 01:28:58 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142069 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142069>Article Link</a> Hedge funds and the less-pricey liquid alternative funds that attempt to mimic them have generally underperformed thus far in 2016. Walter Davis, alternative investments strategist at Invesco (IVZ) , said they started off well when the market dropped to start the year, yet have foundered since stocks turned up in mid-February. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142069
Commodity Funds Outperform for First Time in Years http://www.opalesque.com/Commodities_Briefing/?p=142051 http://www.opalesque.com/Commodities_Briefing/?p=142051#comments Tue, 14 Jun 2016 01:27:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142051 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142051>Article Link</a> Year-to-date gains in core commodity indexes are two to three times the gains in broad U.S. bond and stock indexes. For the first time in years, commodities are doing something they haven’t done in a while: They’re outperforming major asset classes like stocks, bonds and real estate. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142051
Hedge funds hike bullish ag bets to 2-year high, amid ‘inflow of money’ http://www.opalesque.com/Commodities_Briefing/?p=142047 http://www.opalesque.com/Commodities_Briefing/?p=142047#comments Tue, 14 Jun 2016 01:26:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142047 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142047>Article Link</a> Hedge funds hiked their bullish bets on ags to the highest in two years amid the investor influx which drove prices to the highest in 17 months – although the upbeat positioning may spell bad news for wheat futures. (more…)

]]>
http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=142047