Commodities | Masterclass

  • |
  • 43 mins 13 secs

In this Masterclass on commodities, three experts discuss commodities in associated funds, factors to consider for a commodities portfolio, China and Russia on gold, oil price and what vulnerabilities and opportunities investors should be aware of.

On the panel are:

  • Michael Hulme, Commodity Equities Fund Manager, Carmignac
  • Jonathan Waghorn, Manager, Guinness Global Energy Fund, Guinness Asset Management
  • Amanda Van Dyk, Gold Fund Manager, Peterhouse Asset Management

Learning outcomes:

  1. The impact of geo-political events on commodities
  2. How to assess industry valuations and company fundamentals
  3. How to approach gold and oil moving forwards