Vol 19

Outlook for commodities: Within a World of Geopolitical Uncertainty

23rd May 2024

14.00 – 15.00

(BST)

LOCATION: ZOOM

In partnership with:

Mike Mcglone

Mike McGlone  

Moderator

Senior Commodity Strategist,
Bloomberg Intelligence

Evenco International, alongside Bloomberg Intelligence is proud to announce that we have launched a brand new monthly webinar series – “Trend Watch”. This will be a free to attend webinar for professionals within or associated with the asset management industry.

Each month, the webinar series will host a panel of professional investors, fund selectors and knowledge leaders to discuss current trends, their impact on the industry and how this changes their asset allocation and investment process.

In this edition our experts will discuss:

-Commodity Price Dynamics: Analysis of post-2022 price movements.
-Gold’s Unique Trajectory: Exploration of factors driving gold’s record highs.
-Energy Market Dynamics: Examination of geopolitical influences on energy prices.
-Grains Market Outlook: Assessment of supply-elastic grains’ trajectory.
-Industrial Metals Dynamics: Evaluation of demand drivers for industrial metals.
-Dollar Strength and Resilience: Analysis of factors impacting the strength of the US dollar.

Panellists

Mark B

Mark Burridge

CEO and Portfolio Manager,
Baker Steel

Mark has over 30 years’ experience in the international metals and mining industry, including technical, financial and executive roles. Mark spent his early career as a geologist and geological engineer, predominantly with Barrick Gold Corporation. Mark then spent five years at Merrill Lynch covering the Metals and Mining Equities, where he became a ranked Analyst. Following this Mark helped launch Hatch Corporate Finance, a corporate finance boutique. Subsequent to this, he held Executive, Advisory and Board roles at mining companies before joining Baker Steel in 2017. Mark holds a degree in Mining Geology from Imperial College London and is a CFA Charterholder.

Guido-Lombardi_700

Guido Lombardi

Head of Research and of Ext Funds Allocation ,
DWS GROUP

Guido leads the Research effort across Solutions and Multi Asset for DWS and the fund allocations team and programs for FoFs, institutional mandates and a diverse range of Multi Asset portfolios. Guido has 15-years experience in asset management, fund managers selection and asset allocation topics particularly across alternatives.

Guido joined DWS in 2015 and prior to joining was a senior investment analyst for alternative strategies, hedge funds research and portfolio construction for institutional clients at Bourne Park Capital, in London. Before, he worked as an investment analyst on hedge funds and related due diligence at Redi & Partners, again in London. Guido began his career as a junior trader for government bonds and market making at Unicredit, in Milan.

Lejonvarn, Jason 2023

Jason Lejonvarn

Global Investment Strategist
Newton Investment Management Group

Jason is a global investment strategist in the multi-asset solutions group, leveraging the firm’s multi-asset capabilities to address investors’ challenges.

Jason joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment
Management Group. Before joining Newton, Jason was a global investment strategist at Mellon Investments Corporation and Mellon Capital (both BNY Mellon group
companies).

Prior to joining BNY Mellon, Jason was a strategist with Hermes Commodities, where he was responsible for running and developing its commodity business.
Previously, he worked at BGI as a strategist on the investment solutions team and then as head of portfolio management for BGI’s hedge fund management group. He
also worked in various roles at BARRA, including as product manager of equity models and director of global accounts.

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IN partnership WITH

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Real Estate

No Data Found

Infrastructure

No Data Found

Commodities

No Data Found

Hedge Funds

No Data Found

Collectibles

No Data Found

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

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Money Market

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

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European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

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Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found