对冲基金纷纷涌入大宗商品 Point72也要下场分一杯羹

Group 1 - Point72 Asset Management is considering establishing a commodities business department as part of its diversification strategy, as indicated by founder Steve Cohen during the annual investor meeting [1] - The firm has engaged in preliminary discussions with potential candidates for the commodities business but has not yet made formal hires or allocated funds for this strategy [1] - The interest in commodities is driven by recent geopolitical turmoil, extreme weather, and trade wars, which have caused significant price volatility in assets like energy, metals, coffee, and oil [1] Group 2 - If Point72 enters the commodities market, it will join other large multi-strategy hedge funds like Citadel, Balyasny Asset Management, and Millennium Management, which have already established a presence in this sector [2] - Citadel, as an early entrant, has the largest commodities trading department among peers, contributing significantly to its profits, especially during the global energy crisis triggered by the Russia-Ukraine conflict in 2022 [2] - The performance of commodities has shown divergence in 2023, with oil prices suppressed by oversupply expectations while metal prices have risen amid economic uncertainty [2]