China will support commodity prices despite slowdown

china_mapFears that support for commodity prices from China is waning as the pace of the country’s infrastructure development in its cities slows are unfounded, according to Moonraker Fund Management.

Moonraker believes the commodity story will continue in China as the country now switches its infrastructure development from the major cities of the Eastern seaboard to rural areas, where there is an extensive need to modernise villages and towns, schools, amenities and connecting road and rail links. As a result, Moonraker CIO Jeremy Charlesworth is maintaining exposure in the Moonraker Commodities Fund to hedge funds that have exposure to the China story.

©2010 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.