Energy

Plunging energy prices have led to concerns over the future profitability of resource firms. But some high yield names can still thrive, argues Hermes' Ron Daigle.

The energy infrastructure sector in the US has outperformed major equity and bond benchmarks over the past five years, posting annualised total returns of 32%, compared to 19% for the S&P 500.

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.

Investment trusts

CHINA

Oil majors can rebound

Jupiter Asset Management's Derek Pound is to leave after 20 years of service as the group shuts its Global Energy fund, Investment Week can reveal.

ENERGY

ENERGY

AFRICA AND OIL