Commodities have surged back to life over the past two years after a decade of stagnant returns and investment. This webinar will explore the drivers of the recent rise in energy, food and metal prices, and whether or not it’s just a flash in the pan or may have secular tailwinds. We will also discuss “Greenflation” and how the energy transition to electric vehicles, and alternative sources of energy such as solar panels and wind turbines is driving demand for industrials metals to levels we have never seen before in the history of the commodities market. Finally, we will discuss the role a commodities allocation can play in portfolios and how it is one of the most efficient inflation hedges available.
Speakers:
James LukeCommodities Fund ManagerSchroders
Head of the Global Gold Fund and co-fund Manager of the Schroder AS Commodity fund, Schroder AS Commodity TR, Schroder ISF Commodity, Commodity TR LP.
He is also responsible for base and precious metals research.
James was Co-Head of Metals Research at JP Morgan from 2013 to 2014, and prior to that held positions at CICC (2010-2012), Sanford C. Bernstein (2009-2010) and UBS (2006-2009).
James graduated from Oxford University in 2002 and also studied at Nanjing University. He speaks and reads mandarin Chinese fluently.
Malcolm MelvilleCommodities Fund ManagerSchroders
Co-fund manager of the Schroder AS Commodity fund, Schroder AS Commodity TR, Schroder ISF Commodity, Commodity TR LP and Schroder ISF Inflation Plus
In addition to the above Malcolm is also responsible for chart and sentiment analysis across the whole EMD AR and Commodities group
In 2004 Malcolm worked for Caxton Europe Asset Management as a portfolio manager responsible for a global macro fund
2003 joined Fortis Investment Management as a currency strategist covering G10 and EM currencies
Investment career commenced in 1997 at Norwich Union on the FX desk.
