One to Watch: RobecoSAM fund focuses on next generation of commodities

ONE TO WATCH

clock • 4 min read

Annabelle Williams speaks to Pieter Busscher, manager of the top-performing RobecoSAM Smart Materials fund, about the next generation of materials tipped to overtake conventional commodities.

Investors in traditional commodities have suffered a torrid time over the past few years. Although fears of resource scarcity and a vast growth in demand from emerging economies fuelled a decade-long commodity boom up to 2008, the asset class has been on a downward slide since. Oil has suffered from weakened demand as global industry slowed in the wake of the financial crisis, and gold has slumped after reaching record highs last year. The Thomson Reuters/Jefferies CRB Commodity index fell to 275.62 in June this year from its peak of 403.6 reached in August 2008, although oil and g...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

7IM's Ben Kumar: When behavioural biases are not all they seem

7IM's Ben Kumar: When behavioural biases are not all they seem

Investment identity more important

Ben Kumar
clock 02 July 2025 • 3 min read
Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

Focus on quality

Charlotte Ryland and Joe Hawkes
clock 26 June 2025 • 4 min read
Trustpilot