The advent of negative prices for the US West Texas Intermediate (WTI) oil benchmark will further squeeze growth and investment in the Permian basin, potentially heralding a sharp slide in US natural gas exports, according to Horseman Capital Management. The
Commodities markets are often viewed predominantly through the narrow lens of energy markets, with the recent dramatic oil price volatility garnering front page headlines, bringing hefty gains for several hedge fund strategies amid the turmoil.
Muzinich & Co’s Clint Comeux, portfolio manager, and Carl DeMuth, senior energy analyst, look at what the oil price correction can mean for energy credits…
Doug King, CEO and CIO of RCMA Capital’s long-running Merchant Commodity Fund, has described Covid-19 as an “out-and-out demand shock” to oil markets that cannot be solved or cured by governments and central banks. The recent crash in commodities markets
Soaring gold prices are bringing stellar returns for hedge funds this year, and now projections for the rest of 2020 are being revised upwards in light of the commodity’s runaway momentum.
Trend following hedge fund strategies are maintaining their recent positive momentum, with Société Générale’s CTA indices broadly showing further gains in April as fresh turmoil in commodities markets underpin continuing market uncertainty.
Quest Partners, a New York-based systematic CTA, has carved out a strong track record over the past two decades, tapping into market opportunities arising out of volatility swings and increased tail risk in assets using a nimble short-term approach that
The dramatic price movements in oil markets will continue to throw up trading opportunities, according to Westbeck Capital Management’s CIO Will Smith, whose commodities-focused strategy has notched up double-digit gains during the sustained volatility.
Pierre Andurand, the well-known head of commodities-focused fund manager Andurand Capital Management, is cautioning of “crazy losses” as oil markets continue to suffer unprecedented shocks, warning: “Be very careful out there.” The London-based oil specialist, whose strategy has reportedly soared
The price of natural gas is predicted to surge amid stalling US production levels, says Russell Clark Investment Management, London-based global equities hedge fund. Russell Clark’s contrarian long/short firm, which is well-known for its bearish calls in global stock markets,
