Commodities

A volatile year ahead for investors

Barings' global resources manager Duncan Goodwin shares his view on a volatile commodities market at this year's Investment Week Funds to Watch conference.

Trend-spotting

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.

The Tenax Absolute Return Strategies fund, run by Church House Investment Management, was launched just before the financial crisis of 2008, but it has held up well during the subsequent market sell-offs because of its cautious approach.

Gold miners to shine again?

Old Mutual Global Investors' Richard Buxton has highlighted a series of global shocks which could hit equity markets over the next few months as investors return from their seasonal breaks.

Fracking hit the headlines recently when the UK government gave the go-ahead to a major expansion plan which will see firms bid for onshore oil and gas licences, but will it have the same success as it did in the US?

Silver and gold: ‘Bombed out’ and uniquely cheap?