Svelland Capital

Marketing communication. For Professional Clients only.   Thank you Eugeniu Guzun and HedgeNordic.    The Svelland Capital team is extremely proud to be back-to-back winners of the HFM European "Best Commodities Fund" Award. Winning the award 2 years in a row (2023 & 2024) under-scores our longevity in volatile markets and is testament to our nimble trading style, acute focus on risk management and the hard work of the team.   We are extremely grateful to all our Investors and Service Providers.    Congratulations to the other Nordic affiliated managers who collected an award on the night! 

Marketing communication. For Professional Clients only.   Svelland Capital has been announced the winner of the “Best Commodities Fund” at the 2024 HFM European Performance Awards.    The Svelland team is extremely proud to be back-to-back winners. Winning the award 2 years in a row under-scores our longevity in volatile markets and is testament to our nimble trading style and acute focus on risk management.   We are extremely grateful for the support of all our Investors and Service Providers.    We remain firmly committed and motivated to continue delivering uncorrelated positive returns for our valued clients and we hope to be back in the list of nominees in 2025.    https://lnkd.in/eqXBxC7Q

Marketing communication. For professional investors only. Gold topped 2700 USD/oz on Friday (18 Oct) for the first time. We hit a new high on Monday, continuing the trend of breaking all-time highs that started end-2023. Svelland Capital joined Bloomberg in studio on Friday before European market open to discuss key drivers higher: 1. Gold has historically outperformed in a rate cutting cycle (non-yielding asset) 2. The US presidential election either outcome (Trump or Harris) should be supportive of a continued bullish trend for gold 3. Announced Chinese stimulus is supportive of Chinese savings (incl. gold), infrastructure developments (incl. base metals), and potentially over time general commodities demand (incl. oil and gas) Watch our interview clip here: https://lnkd.in/egzAQcaQ https://lnkd.in/eQGYNSQY #gold #alltimehigh #GoldETC #COGLD #China #USelection #war #Iran #Israel #Russia #oil #LNG #TTF #OPEC #familyoffice #alternatives #alternativeinvestments #hedgefunds #institutionalinvestors #EV #basemetals #preciousmetals #metals Gold price path source: Bloomberg

Marketing communication. For professional investors only. Brent has strengthened 10+ USD/bbl since the 1 Oct low at 69 USD/bbl; it hit 81+ USD/bbl early on 8 Oct; and then it pulled back as Libyan barrels physically re-entered the market. Svelland Capital had joined Bloomberg: The Opening Trade (minute mark 25:10 to 38:00) on 7 Oct 2024 before the European market open to discuss: 1. Risks to Iran’s oil infrastructure and possible regional contagion 2. Oil fundamentals: Supply, demand, and inventories for crude and refined products in key markets 3. Price volatility and positioning in the physical and paper markets, including big, slow-moving, trend-following algorithms Watch here: https://lnkd.in/ei6YtqwA (minute mark 25:10 to 38:00) Brent price path source: Bloomberg  #oil #war #Iran #Israel #China #OPEC #familyoffice #alternatives #alternativeinvestments #hedgefunds #institutionalinvestors

Marketing communication. For Professional Clients only. For the THIRD year in a row, we are pleased to announce that Svelland Capital has made the final shortlist of nominees ("Commodities" category) for an award at this years' instalment of the HFM European Performance Awards. Thank you to all our investors and service providers. We highly appreciate your support. We are looking forward to the results evening 10th October 2024. 

Marketing communication. For professional investors only.   Svelland Capital was hosted on Montel's podcast last week, discussing natural gas and LNG markets ahead of this winter. Please listen via the link below: https://lnkd.in/et9whayY Montel weekly podcast - Geopolitics and pipelines – is the global gas market prepared?

Marketing communication. For professional investors only. Svelland Capital was hosted on Montel's podcast last week, discussing natural gas and LNG markets ahead of this winter. Please listen via the link below: https://lnkd.in/eGjhtR7R

Marketing communication. For professional investors only. Yesterday, 10 June, oil prices staged a recovery after dipping 5 USD/bbl (Bloomberg) the previous week in the aftermath of the 2 June OPEC+ meeting. Svelland Capital had joined Bloomberg Surveillance on 5 June to discuss the market's initial reaction following the OPEC+ meeting, how our view differs, and how we see oil demand going forward. Watch here: https://lnkd.in/eu58hWsC

Marketing communication. For professional investors only. Both gold (spot) and copper (LME) hit all time highs (ATH) this month. Svelland Capital joined Bloomberg Brief to describe the drivers behind these moves and how ATHs are only the beginning. In gold, we have seen a tremendous increase in Central Banks' buying in recent quarters as the physical market takes off. Conversely, the paper market has been driving the purchasing momentum in copper as the future of AI and energy transition require this commodity. Every shift in the market requires a catalyst, and we see more to come. Watch here: https://lnkd.in/e5WMKYsC