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Commodities

Commodity hedge funds post ‘strong performance’ in 2021

Bridge Alternatives Commodity Hedge Fund Index includes 15 largest commodity hedge fund managers by assets under management Index recorded a second consecutive year of positive double-digit performance for commodities-focused hedge funds Total assets under management by the index constituents grew by more than $3bn over 2021 Bridge Alternatives, the specialist alternative investment advisor, has revealed that commodity-focused hedge funds saw a “strong performance” in 2021, with many seeing the energy transition towards renewables as a big opportunity and a $3bn uplift in investment across the index.

Why Intercept: Metals

Why Intercept is a podcast project from Bridge Alternatives that aims to explore new ideas in modern investment alpha.  Through conversations with portfolio managers, institutional investors, academics, authors and others, we seek to gain clarity on how and why certain types of alphas exist in an ultra competitive investment landscape.

Panel: Where are carbon markets today?

  With about 20% of global carbon emissions under carbon pricing, we are witnessing renewed investment opportunities in the environmental commodity space. While this remains a niche market opportunity, there is good reason to believe that trading and investment opportunities in environmental commodities will continue to grow in the years to come. Why do these disparate markets exist? Who are the actors? What are the similarities and differences with other commodity markets?

Alternative data

There was a piece in the Financial Times last week entitled “New crop data providers cash in on US shutdown” (paywall). It detailed how the US government shutdown impacted many areas of businesses from the National Transportation Safety Administration to the USDA. The USDA crop reports were interrupted for an extended period of time, leaving many agricultural traders in the dark on government reported stocks of soybeans, corn, wheat. Third party alternative data providers have stepped in to fill the gap, using their own process of data collection and predictive analysis to produce their own set of balances.

Approaching Exponential: Could a clean energy future arrive faster than you think? (Jon Creyts)

  Renewable energy and low carbon-technology are coming at an increasing rate and may have a serious impact on the underlying fundamentals in the capital markets. Jon Creyts, Managing Director of the Rocky Mountain Institute, offers his insights into the ways in which our future will be shaped by these changes and the implications it will have on current business models.

Green Giant, Amy Myers Jaffe (Council on Foreign Relations)

Renewable energy and low carbon-technology are coming at an increasing rate and may have a serious impact on the underlying fundamentals in the capital markets.  This recent article published in the March / April 2018 issue of Foreign Affairs touches on China’s role as a leader in renewable energy and will be a topic of conversation at our upcoming time Summit event in April.

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