Hedge funds reap the wind by betting on commercial markets

Hedge currency changes

Hedge’s growing investment in UK natural gas and German energy has garnered significant gains this year from the energy crisis in Europe and a strong shift in commercial markets with a single bag rising to more than 40%.

Man Group and Leda Braga’s Systemica Investments are some of the companies whose publications have done well to benefit from it oil prices are rising in recent months, it has been fueled by fears of food insecurity. Prices for natural gas in the UK alone have dropped from below 60 pence per therm at the end of April to more than 180 pens this month.

“Electricity generation in Europe is one of the most powerful things I’ve seen over the years, and I don’t know if it’s over,” said Doug Greenig, a senior risk officer at Man Group’s AHL unit who now oversees the London fencing fund for Florin Court Capital.

His portfolio has risen by almost 20% this year, according to one observer, as he has gained profits as a result of the rapid flow of European gas and gas markets as well as other markets such as shipping and urea.

Doing so is the best year of the fund since Greenig wrote in 2017 to focus on niche areas such as cryptocurrensets and Chinese peanut eyes instead of relying too much.

Most hedge currencies in the so-called futures sector use algorithms to try to track what is happening in the alliance, finance, stocks and futures. But the agency has grown from $ 30bn two decades ago to more than $ 300bn today, according to HFR data providers.

This growth has prompted some regulators including Florin Court to seek smaller markets that can be driven by the needs and requirements in their factories.

Aside from oil prices, changes in other markets have also benefited investors who are more focused on popular markets. Right wood and iron ore rose in the first half of the year, driven by increasing barriers and global demand for the reopening of the economy, has dropped dramatically. Investments have been able to benefit from rising prices and falling prices.

Another major hedge fund winner this year is Gresham Investment Management. Its ACAR fund, which sells about 100 markets for other commodities, is about 43%, as it has benefited from the influx of European electricity and carbon markets, as well as coke, coking coal, coal and iron ore in China.

“This year is a very special one in terms of dynamics, consistency and duration of events,” said Scott Kerson, chief of planning at Gresham.

“We want to create markets where start-up and implementation decisions drive value,” Kerson said. “We don’t want to compete with them in the arms race” and other extra money, he added, referring to his idea of ​​selling small markets.

The AHL unit of Man Group, one of the founders of the mass marketing strategy, is also doing well. Its $ 4.6bn Evolution is up about 15% this year. Its small Evolution Frontier, which sells goods such as milk, butter and African currency, has earned about 35%, according to figures sent to depositors.

Meanwhile, Systematica’s $ 4.8bn Alternative Markets fund is up 22.7%, said a person who has seen the numbers, and also benefits from EU carbon credits and Chinese iron ore. The Aspect Alternative Markets fund has achieved 20%, and has also benefited from items such as German electricity and timber.

Betting on fast-selling markets can be costly and difficult, especially when it comes to shipping.

However, commodity prices have risen with rising commodity prices and economic growth. This has contributed to funding such as Paralos Asset Management, a shipping expert, exceeding 60% this year.

“There is a shift in supply chain, and the world is moving towards a new agreement,” said Florin’s Greenig Court, referring to “surprises” in advertising prices on roads such as the Middle East to China.

“Shipping has been crazy,” he said.

[email protected]

Source link

Leave a Reply

Your email address will not be published. Required fields are marked *