Dr Joanne Warner is Head of Global Resources at First State Investments and oversees the First State Global Resources Fund which has £669 million under management.
Mines and Money caught up with Dr Warner following her panel discussion at Mines and Money Australia in 2012. Discussion focused on resource investment opportunities and the commodities outlook for Australia and beyond.
(0.16) We’ve seen a period of underperformance in the commodities market – what catalysts can turn this around?
(0.54) Which commodities are going to receive the most attention from investors in the next 12 months? Why?
(1.27) With speculation that investment in Australian mining projects is beginning to slow, how do you foresee the landscape changing in Australia? And what strategies can be undertaken to create growth potential?
(2.16) How will these changing market conditions affect mergers and acquisitions in the sector?
Joanne Warner has more than 14 years experience as a specialist global resources portfolio manager. In July 2010 she became the Head of Global Resources at First State Investments and leads a team of 9 investment professionals.
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