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Masterclass

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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

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Commodities - Fund Selector Masterclass | May 2025

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Learning: Structured

Uncover the dynamic world of commodities! Experts discuss how they diversify portfolios, manage market shifts, and offer unique opportunities beyond traditional assets. Discover their insights on gold, energy transition, and more. 

Fund Selector:

  • Samir Shah, Senior Fund Analyst, Quilter Cheviot

Speakers:

  • George Cotton, Portfolio Manager, J. Safra Sarasin
  • Nitesh Shah, Head of Commodities, WisdomTree

Learning outcomes

  • The changing dynamics of the gold market and what this means for investors
  • The outlook for OPEC and the oil price
  • The climate’s impact on commodity prices