🚨 Why Discretionary Commodity Investors Should Look Out For Q4! ➡ 2024 has so far been a challenging year for us as absolute return strategists on the US #commodities futures markets. Clear structures are more difficult to recognize this year than last year. While the downward trends in the grains markets are continuing, there is a lot of volatility and uncertainty about future supply/demand characteristics in the softs sector. The energy markets and copper have recently been characterised by fears of recession. ➡ We at Kucrop Analytics are convinced that there could be major changes in the soft and grain markets in Q4. For example the coffee harvest in Brazil will be completed in the coming weeks, we will receive information from West Africa after the autumn harvest and we will see the first effects of La Niña on weather and drought conditions in South America. ➡ We will position ourselves and our clients' portfolios accordingly. With a hit rate of 56% YTD, it is important to get the timing right and adjust position sizes in line with fundamental developments in the markets. We are not always the most accurate - but in most cases we catch the big trends and thus generate new portfolio alpha year after year. #hedgefunds #markets #finance
Kucrop Analytics
Financial Services
We're providing agricultural commodity markets-related investment advice to institutional clients worldwide.
About us
We're providing agricultural commodity markets-related investment advice to institutional clients around the world. For years, we have focussed our investment ideas primarily on the grains, softs and meats markets, although we also cover investment ideas in commodities that are particularly sensitive to changes in economic momentum, depending on the market situation. Our commodity investment ideas, which relate exclusively to the American futures markets, form the pieces of the puzzle of our discretionary absolute return approach.
- Website
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www.lukas-kuemmerle.com
External link for Kucrop Analytics
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Public Company
- Founded
- 2023
- Specialties
- hedgefunds, commodities, agriculture, absolute return, investing, investment advice, asset management, derivates, and futures