Barings commodities

Baring AM outlines bullish stance on commodity stocks

A secular shift in demand and supply constraints sees commodities fund manager James Govan of Barings take a positive view on the sector, despite the global equity meltdown.
James Govan: Global resources story "intact"
James Govan: Global resources story "intact"

James Govan, co-investment manager of Baring Global Resources Fund and Baring Global Agriculture Fund, says the investment case for global resources remains intact as demand will continue to be driven by industrialisation and urbanisation in fast-growing emerging markets.

Sustainable worldwide demand and inadequacy of supply, as well as increasing economic wealth, will support agricultural markets over the long term, Govan told a media briefing during a visit to Hong Kong earlier this week.

“A number of commodities have constraints to bringing on more production as resources companies are increasingly having to exploit technically and geologically challenging deposits in more politically challenging geographies,” Govan said. The supply-side is...

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