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

Believes in rebound in technology spending

katrina Baugh
clock • 7 min read

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.

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 Europe

Trustpilot