As oil reaches $50 from its $26 low in February 2016 and with the World Bank forecasting a commodity price “surge” in 2017, Barings Global Resources Fund manager, Duncan Goodwin outlines the implications for commodities-based equities.
Duncan also outlines his current portfolio positioning, his views on the commodity “super-cycle” and the contributors to the strong performance of his fund since February 2016.
Duncan is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 2, 2017. A previous Fund Manager Briefing on this fund was published on this website in May 2016 and can be found on this link.
About Duncan Goodwin
Duncan joined Barings in January 2014 as the Head of Global Resources and lead manager of the Baring Global Resources Fund.
Duncan joined Barings from Martin Currie Investment Management where he was a lead Global Resources Portfolio Manager for nine years. Prior to this, he worked at Merrill Lynch (now BAML), Citigroup and Lehman Brothers as an equity research analyst, specialising in European energy companies.
Before he worked in fund management, Duncan worked at Shell International, most latterly in the UK upstream business planning team, after starting his career as a finance graduate in management information for the Brent Oil Field. Duncan passed the CIMA exam in 1996 and holds a BA (Hons) in Economics from Nottingham University.
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