'No investment case for oil majors'
Commodity markets have divided African nations in to two blocks; the importers and the exporters.
The Kijani Commodity fund has moved its domicile to target UK and European investors after a year in which it returned more than 20%.
The precipitous decline in the oil price has continued this morning, with a further slump in Brent crude seeing it trade below $50 for the first time in more than five years.
Barings' global resources manager Duncan Goodwin shares his view on a volatile commodities market at this year's Investment Week Funds to Watch conference.
Duncan Goodwin (pictured), manager of the £307m Barings Global Resources fund, spoke to delegates at Investment Week's Funds to Watch event. Here, he outlines his views on the sector and how he has restructured his portfolio.
Miton Group's investment manager David Jane (pictured) looks at the reasons for the falling oil price and the consequences on wider economy, as oil drops to $77 a barrel for the first time in four years.