resources

Henderson Global Investors has made a trio of acquisitions in Australia which will add £5.7bn to its assets under management across fixed income, equities and commodities.

Standard Life Investments' GARS team has revealed the latest portfolio changes on its £25bn retail fund after a healthy start to the year.

BlackRock Natural Resources Growth & Income

Gold bug or gold bear?

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

As the oil price falls below $80 per barrel and other commodity markets also struggle with limited supply, investors are steering clear of resources funds, but some managers see these conditions as an investment opportunity.

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.

Man of Steel

Mike Felton, manager of the £724m M&G UK Growth fund, is finding some of the best value investment opportunities in the resources sector, saying most of the UK market looks overvalued.

To date, 2013 has been another strong year for UK equities, with the FTSE All Share hitting record highs and the FTSE 100 not far from doing the same.