Commodity Capital AG

🎉 We are excited to announce the appointment of Michael Kopf as the new Sales Director for Germany and Austria at Commodity Capital AG. Mr. Kopf brings extensive experience in the sales of investment products, with a background as a qualified banker and certified securities specialist. He previously held positions at HypoVereinsbank and Dr. Jung & Partner (now JDC) before moving into independent financial services in 2001. Since 2009, he has led the sales division at Patriarch, successfully building strong business relationships across Germany and Austria. In 2022, he assumed procuration responsibilities, supporting the management of Patriarch Multi-Manager GmbH. In his new role at Commodity Capital, Mr. Kopf will oversee sales and relationship management in Germany and Austria. For more information or inquiries, please contact him: Email: m.kopf@commodity-capital.com Mobile: +49 151 144 395 36 #salesdirector #businessgrowth #germany #austria #investmentsolutions

➡  WEBINAR VERPASST? | "Einblicke in die Commodity Capital AG und globaler Marktausblick" Wir laden Sie herzlich die Aufzeichnung zu unserem Webinar mit Reto Frank, Head of Sales Switzerland bei der Commodity Capital AG, ansehen. 𝗪𝗮𝘀 𝗲𝗿𝘄𝗮𝗿𝘁𝗲𝘁 𝗦𝗶𝗲? • Einblick in die Welt von Commodity Capital AG: Lernen Sie unser Unternehmen und unsere innovativen Produkte kennen. • Globaler Marktausblick: Erfahren Sie, wie weltweite Markttrends und politische Entwicklungen Ihre Investitionsstrategien beeinflussen können. ↪️ 🎥 Sie können sich das Webinar über den folgenden Link ansehen: https://lnkd.in/dMHiCqrU 𝗛𝗮𝗯𝗲𝗻 𝗦𝗶𝗲 𝗻𝗼𝗰𝗵 𝗼𝗳𝗳𝗲𝗻𝗲 𝗙𝗿𝗮𝗴𝗲𝗻? Sie können uns gerne unter info@commodity-capital.com oder direkt unter r.frank@commodity-capital.com kontaktieren. #webinar #investments #DACH #goldpreis

📅 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗮𝗺 𝟯𝟭. 𝗢𝗸𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 𝘃𝗼𝗻 𝟭𝟭:𝟬𝟬 𝗯𝗶𝘀 𝟭𝟮:𝟬𝟬 𝗨𝗵𝗿 𝗠𝗘𝗦𝗭    Wir laden Sie herzlich zu unserem kommenden Webinar mit Reto Frank, Head of Sales Switzerland bei der Commodity Capital AG, ein.    𝗪𝗮𝘀 𝗲𝗿𝘄𝗮𝗿𝘁𝗲𝘁 𝗦𝗶𝗲? - 𝗘𝗶𝗻𝗯𝗹𝗶𝗰𝗸 𝗶𝗻 𝗱𝗶𝗲 𝗪𝗲𝗹𝘁 𝘃𝗼𝗻 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗔𝗚: Lernen Sie unser Unternehmen und unsere innovativen Produkte kennen.  - 𝗚𝗹𝗼𝗯𝗮𝗹𝗲𝗿 𝗠𝗮𝗿𝗸𝘁𝗮𝘂𝘀𝗯𝗹𝗶𝗰𝗸: Erfahren Sie, wie weltweite Markttrends und politische Entwicklungen Ihre Investitionsstrategien beeinflussen können.  - 𝗟𝗶𝘃𝗲 𝗤&𝗔-𝗦𝗲𝘀𝘀𝗶𝗼𝗻: Stellen Sie Ihre Fragen direkt an Reto Frank, Head of Sales Switzerland.   Nutzen Sie diese hervorragende Gelegenheit, um unser strategisches Vorgehen besser zu verstehen und Ihre Fragen zu klären. 𝗝𝗲𝘁𝘇𝘁 𝗮𝗻𝗺𝗲𝗹𝗱𝗲𝗻: https://lnkd.in/dCkRa7xU   Wir freuen uns auf Ihre Teilnahme!    #Webinar #Investition #Aktien #Berbau #Rohstoffe #Finanzen #Markttrends 

➡ WEBINAR VERPASST? | Gold: Auf- oder Abspringen? Wer den #Höhenflug des #Goldpreises bereits zum Ausstieg genutzt hat, kann in den kommenden Wochen auf eine #Wiedereinstiegschance hoffen, denn die Fondsmanager halten #Gold kurzfristig für überkauft. Mittel- bis langfristig bleiben die Aussichten aber sehr positiv. Und dann dürften einige Investments mit Hebelwirkung stark profitieren. ↪️ 🎥 Das #Webinar können Sie sich gerne in unserer #Mediathek anschauen: https://lnkd.in/eKZrJQAm Viele Grüße Ihr Moderator Dirk Arning (DRESCHER & CIE AG) Wir bedanken uns bei Tobias Tretter (Commodity Capital AG), David Wehner (FGTC Investment, ehemals Do Investment) und Mark Valek (Incrementum AG).

🔜 WEBINAR | Gold: Auf- oder Abspringen? Nach der Goldpreisrallye von 2019 bis Mitte 2020 hatte das Edelmetall vier Jahre lang Mühe, sich über der Marke von 2.000 US-Dollar pro Unze zu halten. Nicht zuletzt Gewinnmitnahmen von #Goldinvestoren bremsten den Preisanstieg immer wieder aus. Erst in diesem Jahr konnte der Widerstand überwunden werden. Wie groß ist nun das Potenzial? Lohnt es sich jetzt noch, auf einen weiter steigenden #Goldpreis zu setzen, und mit welchen Instrumenten? Gibt es Nachholpotenzial bei #Minenaktien oder anderen Edelmetallen? Moderator Dirk Arning (DRESCHER & CIE AG) im Gespräch mit Tobias Tretter (Commodity Capital AG), David Wehner (FGTC Investment, ehemals Do Investment) sowie Mark Valek (Incrementum AG). Donnerstag | 24.10.2024 | 15:00 Uhr Gold: Auf- oder Abspringen? ➡ Der Link zur Anmeldung finden Sie hier: https://lnkd.in/ezRFqzfv

💡 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 – 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰: 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗦𝗜𝗖𝗔𝗩 – 𝗡𝗲𝘅𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗙𝘂𝗻𝗱    The Next Generation Resources Fund reported growth in the reporting month, as indications grow that the lithium sector may have reached its low point and could return to a growth trajectory in the coming months.    Notably, CATL, the world's largest integrated battery manufacturer, announced it will halt lepidolite production in China, which will remove about 6% of global supply from the market. This also signals the end of government subsidies in China, as loss-making lithium production from lepidolite is no longer sustainable.    This shift will have major implications, as lepidolite accounts for 20% of global lithium production, and this volume will now be unavailable for the foreseeable future. The key question is how long it will take for stockpiles to deplete and prices to rise. However, a lack of transparency from China makes this difficult to gauge.    We believe this period will be shorter than many analysts currently predict, as we have observed that both oversupply and undersupply in recent years have been less extreme than estimated. Historically, even small shortages have caused significant price spikes.    While negative news about e-mobility in Europe dominates headlines, we believe the European market’s importance is overestimated. In China, September saw a record month for electric vehicle (EV) sales, with over 65% of these vehicles produced by Chinese manufacturers, indicating Europe is losing relevance.    The rapid growth of EV sales in China and Asia is far more crucial for the sector. For example, BYD, one of China’s largest manufacturers, launched its third cargo ship, capable of transporting over 5,000 vehicles, in September. BYD plans to expand its fleet to eight ships, and it will be interesting to see when they will target the European market.    Given that BYD offers its vehicles in China at less than half the price seen in Europe, potential EU tariffs are likely to have only a minor impact. The rise of e-mobility is just beginning, and we see no real alternative. The biggest challenge remains lithium availability, which has been intensified by price increases over the past two years.    Learn more about the fund by visiting www.commodity-capital.com.   Legal Notice: This content is for informational purposes only. It does not constitute financial advice or a recommendation to invest. Always consult with a qualified financial advisor and review the fund's official prospectus and key information document before making any investment decisions. #EV #fonds #lithium #CATL #lepidolite

💡 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 – 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰: 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗦𝗜𝗖𝗔𝗩 – 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗜𝗻𝗰𝗼𝗺𝗲 𝗙𝘂𝗻𝗱 The developments in the automotive sector and the offshore industry are being felt in the commodities market. The automotive sector, currently considered the "most-hated sector," is in crisis. Numerous profit warnings from leading manufacturers like VW and Stellantis in September highlight that the industry is in crisis mode. This affects not only the automakers themselves but also the suppliers closely linked to the sector. In the commodities market, this could lead to a decline in demand for specific materials and components needed for automotive production, as smaller, less relevant companies in the sector may face insolvency. At the same time, other sectors are showing more stable or even growing developments. The offshore services sector, in particular, is benefiting from strong demand. An example of this is the new issue from OEG, a leading provider of offshore services catering to both the oil and wind power industries. While the oil sector is traditionally dependent on fluctuations in oil prices, OEG appears relatively unaffected, as its services represent a small share of the total costs of offshore projects. The offshore wind farm segment, in particular, is seen as a growth driver, which could positively impact demand for specialized raw materials and infrastructure components. Developments in the high-yield bond market are also reflected. The rise in the credit spread, as measured by the Markit iTraxx Europe Crossover Index, indicates a slight narrowing of credit risk, despite uncertainties in certain sectors. These market changes could spill over into the commodities market, especially in areas heavily dependent on demand from the automotive and energy industries. Commodities such as steel, aluminum, or cobalt, which play a central role in automotive production, could face short-term pressure due to the automotive sector's crisis. Meanwhile, the demand for materials for offshore wind energy, such as copper and rare earths, could rise, as this segment is geared toward long-term growth. Overall, the commodities market appears highly segmented: While the automotive sector is weakening, emerging industries like offshore wind energy are providing stability and growth, with different impacts on respective commodities. The bonds of commodity producers remained stable throughout the reporting month, reflecting these developments calmly. Learn more about the fund by visiting www.commodity-capital.com Legal Notice: This content is for informational purposes only. It does not constitute financial advice or a recommendation to invest. Always consult with a qualified financial advisor and review the fund's official prospectus and key information document before making any investment decisions. #anleihe #fonds #bergbau #emobility

💡 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 – 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰: 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 – 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗶𝗻𝗶𝗻𝗴 𝗙𝘂𝗻𝗱 The Commodity Capital Global Mining Fund closed the reporting month of September with a slight decline. As every year, September was marked by mine visits and two major conferences in Colorado. What stood out to us was that the number of investors at both the junior companies' fair and the major producers' event reached a historic low. However, this lack of interest was more than compensated by the high demand from large producers. In fact, the junior companies' fair even recorded a record number of participants, despite it being difficult to find more than a handful of institutional investors. For us, this is another strong indicator of an upcoming bull market in precious metals. Although prices are at all-time highs, investors remain cautious, while producers are desperately seeking new acquisition targets to take advantage of sharply rising margins and profits. From our perspective, the market is currently in an exceptional situation: the gold price is at a historical high, and the fundamentals for silver are extremely promising. By 2027, over 50% of silver demand could come from the solar industry. However, the current price level of gold is not so much driven by optimistic investors, but rather by high physical demand from Asian central banks. We see this as a precursor to rising demand from investors for both gold and silver. In our view, this also opens up opportunities for mining stocks, as central banks may buy physical gold but not mining stocks. Retail and institutional investors, however, will surely seize opportunities once their outlook on precious metals changes. At the moment, we are in a bottoming phase following a bear market, albeit at all-time highs. Therefore, we do not expect a slow and long-term bull market, but rather a dynamic and explosive trend. Learn more about the fund by visiting www.commodity-capital.com Legal Notice: This content is for informational purposes only. It does not constitute financial advice or a recommendation to invest. Always consult with a qualified financial advisor and review the fund's official prospectus and key information document before making any investment decisions. #gold #goldprice #fonds #preciousmetals

Die Woche im Recap: Nach Hurrikans: Cat-Bonds-Experte sieht rasantes Wachstum für Anlageklasse; Übernahme von Arcadium Lithium als strategische Positionierung; Misstrauen am japanischen Markt gegenüber neuem Premierminister Mit dabei diese Woche: Harald Steinbichler von axessum GmbH, Tobias Tretter von Commodity Capital AG und Mario Montagnani von Vontobel

We are excited to share that we will soon welcome a new team member who will be responsible for managing sales in the Austrian and German markets, starting in November 2024! This role will further improve our responsiveness and support for clients operating in these regions.     Follow us on LinkedIn to stay updated on our latest developments and meet the leaders driving growth in these key regions.   #TeamExpansion #SalesManagement #BusinessGrowth #DACH