Pipeline Project

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Disclaimer

Barak Fund Management will not be liable for any special, indirect, incidental, consequential or punitive damages or any damages whatsoever, whether in an action of contract, statute, delict (including, without limitation, negligence) or otherwise that relate to the use of this website. All information contained in this website pertaining to products and services and their terms and conditions, is subject to change without notice.

Although care has been taken as to what is contained in this website, no attempt has been made to give definitive or exhaustive statements of law or any opinions on specific legal issues and no representation is made or warranty given that the information is complete or accurate. This website does not constitute or offer legal or other advice and you should not rely on it as such advice.

Past performance is no guarantee of future returns and the fact sheets provided are for illustrative purposes only. The value of investments and income that are dependent on the performance of underlying assets or other variable market factors may vary from time to time. Investors must take cognisance of the fact that all the information provided are of historic nature.

Use of the website is entirely at the users own risk. Anyone requiring advice on any of the matters referred to herein should consult lawyers or other professionals familiar with the appropriate jurisdiction and legislation.

This Site contains information from Barak Fund Management and about the investment Funds it advisers. The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. The distribution of information contained on this Site and the sale of shares in the Funds may be subject to legal or regulatory restrictions in certain countries in which users are resident or of which they are citizens.

This Site and its contents are being made available for the convenience of the present Investors of the Funds and such other persons expressly authorized by Barak Fund Management (“Authorized Persons”) for information purposes only, provided such Investors and Authorized Persons are not prohibited by any applicable law of any jurisdiction from receiving such information. Persons accessing this Site are therefore required to inform themselves about and observe such restrictions.

Barak Fund is an authorised financial services provider.

Disclaimer

Barak Fund Management will not be liable for any special, indirect, incidental, consequential or punitive damages or any damages whatsoever, whether in an action of contract, statute, delict (including, without limitation, negligence) or otherwise that relate to the use of this website. All information contained in this website pertaining to products and services and their terms and conditions, is subject to change without notice.

Although care has been taken as to what is contained in this website, no attempt has been made to give definitive or exhaustive statements of law or any opinions on specific legal issues and no representation is made or warranty given that the information is complete or accurate. This website does not constitute or offer legal or other advice and you should not rely on it as such advice.

Past performance is no guarantee of future returns and the fact sheets provided are for illustrative purposes only. The value of investments and income that are dependent on the performance of underlying assets or other variable market factors may vary from time to time. Investors must take cognisance of the fact that all the information provided are of historic nature.

Use of the website is entirely at the users own risk. Anyone requiring advice on any of the matters referred to herein should consult lawyers or other professionals familiar with the appropriate jurisdiction and legislation.

This Site contains information from Barak Fund Management and about the investment Funds it advisers. The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. The distribution of information contained on this Site and the sale of shares in the Funds may be subject to legal or regulatory restrictions in certain countries in which users are resident or of which they are citizens.

This Site and its contents are being made available for the convenience of the present Investors of the Funds and such other persons expressly authorized by Barak Fund Management (“Authorized Persons”) for information purposes only, provided such Investors and Authorized Persons are not prohibited by any applicable law of any jurisdiction from receiving such information. Persons accessing this Site are therefore required to inform themselves about and observe such restrictions.

Barak Fund is an authorised financial services provider.

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Hedge Funds Remain Bullish

Bloomberg Markets – Whilst markets in general did not have an easy time in 2016 given the many factors that had a large-scale negative global impact for the year, commodities had a resurgence in 2016, with their first annual advance since 2010. Hedge funds globally are signaling these gains will continue this year for many of the markets, a sign that is sure to generate hype for many investors around the world who have been waiting this sentiment for some hard years.


Posted: 29 August 2018

Money managers boosted their combined net-long position across 18 commodities by almost 10 percent (government data); a year earlier, these same managers were net-short, in other words wagering on declines. In terms of this sentiment for Barak, investors in the first week of January are bullish on cotton, cattle, oil and soybean meal. However, the opposite for corn, cocoa and wheat.

What is interesting is that Barak is taking a strong view on Cocoa markets, particularly with the West African region, despite cocoa markets being big losers in 2016, with some global markets finishing the year down some 32 percent. There has been a recent upturn in deliveries to ports in the Ivory Coast. On aggregate, they are still down year on year, but this is unlikely to be the case for long, and this is the region will focus heavily on in 2017. Agrimoney provides some bullish commentary on cocoa in West African production, stating that “The downward trend is being fueled by expectations of increased production in West Africa, thanks to improved weather conditions… recent government-mandated price hikes in the Ivory Coast and Ghana are likely to temper the decline in global prices.”

Bloomberg continued its positive sentiment on commodities for the new year, with after five straight years of losses, raw materials rebounded as supply gluts receded for metals and energy. There’s a growing chorus of voices that says the rally isn’t over, they continued. Goldman Sachs Group Inc. in November recommended an overweight position for the asset class for the first time in more than four years. Commodities have become “a very attractive asset class,” said Quincy Krosby, a market strategist at Prudential Financial Inc., which oversees about $1.3 trillion. “You began to see stimulus spending in China, along with monetary policy designed to bolster demand and growth. And also, you began to see pickup in economic activity in the U.S., suggesting that commodity prices would be bottoming and gaining.”

The Bloomberg Commodity Index, which tracks returns for 22 components, climbed 11 percent in 2016, entering a bull market in June. This sentiment appears to be carrying into 2017, and Barak has seen first-hand this feeling with its up-tick in investor, as well as borrowers, interest in commodity-based trade finance transactions.

 

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