Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: Opportunistic Soft Commodities Drive Alpha YTD

Chart of the Week

Chart of the Week | March 07, 2022
Macro Insights

Opportunistic Soft Commodities Drive Alpha YTD

  • Amid the uncertainty of the Russia-Ukraine war in eastern Europe weighing on equity returns, strategic investment opportunities remain, aligning with our Market Outlook for 2022.
  • Wheat demand and supply dynamics continue to diverge as the wheat supply outlook worsens with war ravaging Ukraine, one of the largest wheat producers in Europe.
  • Other commodities remain poised to continue relative outperformance including other grains such as corn and soybean and fertilizers/agrichemical companies.
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Hunter Frey, Analyst
Hunter Frey, Analyst
Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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