header_ads_text

Oil

Focus on regional strategies brings value for investment managers

Following a strategy focused on a specific region gives managers a chance to concentrate on a specific universe of investment opportunities that can bring good returns for portfolios. Stephen Quigley and......

Hedge Funds Review | 01 Oct 2008secure

Salt of the earth - Macquarie seeks, and finds, alpha returns from commodities

Macquarie has an enviable experience in the commodities and softs markets both trading and structuring products, so it was only logical it has put this to work in a hedge fund format, writes David Walker......

Hedge Funds Review | 01 Feb 2008secure

Wherein lurketh thy sting to the unawares, oh commodity markets?

It's all the rage, this commodities thing. From softs to hard metals and pork bellies to frozen concentrated orange juice, hedge funds and their investors are aware of commodities' secular bull run. The......

Hedge Funds Review | 01 Nov 2007secure

Plain sailing as the GMI ship fund makes some pieces of (very non-correlated) eight

M2M has made quite a splash in its first year with its Global Maritime Investments shipping hedge fund, making 31% and raising $111m in barely 10 months. GMI's Stephen Rodley and Stuart Rae told David......

Hedge Funds Review | 01 Oct 2007secure

Getting strongly bullish about the prospects and future opportunities in the land of the bear

Russian and Eastern European hedge fund managers are citing positive macro news as reason for investing in Russia, and noting political risk is overplayed, writes David Walker

Hedge Funds Review | 01 Aug 2007secure

So what if the US slows? The party's thumping in Asia

Allocators to hedge funds are one-eyed that Asia and commodities are where it's at - but their other eye is firmly on the US, report Solomon Teague and David Walker...

Hedge Funds Review | 01 May 2007secure

Meteor to offer commodities structured product

Meteor Asset Management is offering its second structured product since launching earlier this year, reports Investment Week, with growth linked to a basket of commodities. Called Galaxy Protected Commodities,......

Hedge Funds Review | 25 Apr 2007secure

The metallic sound of investors fastening their seatbelts for a bumpy ride...

In mid-November 2006, CalPERS announced a $500m allocation to "investments directly linked to prices of energy, metals, and…in companies that produce and distribute such commodities".The metals sector......

Hedge Funds Review | 01 Jan 2007secure

How to avoid contango’s burns

Merrill Lynch has noted it expects supply to remain “tight” for commodities and the global to continue expanding although at a slower pace “suggesting commodity prices will stay high and volatile.”

Hedge Funds Review | 23 Aug 2006secure

Experts show it takes two sides to contango, and make a strong case for the soft sell

Some are questioning the effect of contango in energy as others advocate sugar and spice (and all things rice)

Hedge Funds Review | 01 Aug 2006secure

Most read

Updating your subscription status Loading

Newsletters

Sign up for Hedge Funds Review email alerts

Register for the twice a week email newsletter, receiving news directly into your in-box