Alken's Walewski: How we have been playing the big value shift from commodity producers to consumers

Believes in rebound in technology spending

Nicolas Walewski, managing director of Alken Asset Management, explains why he does not anticipate a commodity price rebound for many years, but does believe in an uplift for technology spending.

Alken Asset Management appears to be in a sweet spot as UK investors continue to pour money into European strategies. Founded in 2005 by experienced European investor Nicolas Walewski, the group is solely focused on investing in the region. Its 10-strong investment team runs €10bn across the range, including the €5.5bn European Opportunities and €2.8bn Absolute Return Europe funds. The Alken brand is well established in continental Europe and the group is now trying to bolster its presence in the UK market, targeting discretionary managers, family offices, private banks, and insti...