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In-Depth: Commodities

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Stockholm (HedgeNordic) – As the harvesting season in the Northern Hemisphere is opon us, HedgeNordic is running an In-Depth series throughout the month of September that explores the world of commodities. Through expert insights, real-world examples, and in-depth analysis, this series sheds light on the strategies, trends, and market developments that shape the commodities landscape today.

The following articles are part of HedgeNordic’s In-Depth on Commodities:

In “Navigating Two Megatrends with Commodities Exposure,” precious metals specialist Eric Strand introduces AuAg Precious Green, which represents the modern alternative to the classic 60/40 portfolio that offers exposure to two megatrends – monetary inflation and the green transformation. AuAg Precious Green redesigned the classic 60/40 portfolio by substituting bond exposure with physical gold as robust portfolio protection. The remaining 60 percent replace the stock allocation with investments in green-tech companies, providing exposure to the green transformation megatrend.

In “SMN Profiting from Niche Commodities and ‘Structural Alpha’,” Michael Neubauer, Christian Mayer and Joseph Waldstein from Vienna-based trend-follower SMN Investment Services reflect on their solid performance so far in 2023, which is largely attributed to their traditionally higher exposure to commodities. Their SMN Diversified Futures Fund places significant emphasis on ‘Structural Alpha’ markets, which include less liquid, less correlated futures, predominately commodities such as oats, rice, coal, German electricity, and South African commodities.

Johann Grøndahl from Copenhagen-based fund boutique St. Petri Capital discusses “Copper’s Significance in the World of Transition Essential Resources.” Building the infrastructure for the green transition relies on various commodities, minerals, and materials. The team at St. Petri Capital views copper as the key material in the electrification of our societies.

In “Commodity Hedge Funds – The Comeback Kid…Or the New Kid on the Block?,” Dan Rizzuto and Linus Nilsson discuss how the nearly forgotten volatility, sustained trends, and a renewed focus on tight supply and uncertain demand brought the Commodity sector’s favored idiosyncratic fundamentals roaring back into focus.

In “Squeezed Supply and Soaring Prices,” Anna Svahn of Antiloop presents her bullish case for uranium. This article delves deeper into the compelling reasons supporting the rising price of uranium. Despite the recent uptick in uranium mining companies, Svahn argues that the secular bull market for uranium has just begun.

In “Making Water Circularity a Priority of the State,” Frédéric YO from La Française AM discusses the crucial topic of water and wastewater reuse, also known as water reclamation or water recycling. Wastewater reuse is increasingly recognised as a sustainable solution to the world’s growing water crisis.

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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