What’s Next for Energy & Commodities?
The global commodities market is shifting rapidly. Driven by geopolitical tensions and global energy transition, structural changes are redefining the natural resource and commodities sectors.
Following gold and oil’s historic spikes earlier this year, investors are left wondering: is this the start of a structural commodities supercycle, or are we headed for a tactical pullback? How should investors position themselves in this changing environment?
Join Endowus for an exclusive, expert-led breakfast with Ninety One, a US$170B+ global investment manager to explore the current outlook for global energy, metals, and resources. Discover how these essential sectors are evolving and learn about the strategic investment opportunities within Ninety One's Global Natural Resources Strategy.
The discussion will feature expert insights from:
George Cheveley, Portfolio Manager in Natural Resources Team, Ninety One
Andrea Ng, Head of Asia Advisor, APAC Client Group at Ninety One
The session will be hosted by Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus.
Exclusive In-Person Event
Date: Tuesday, 7 July 2026
Time: 9-10 AM HKT (Registration starts at 8:40 AM)
Location: Central (Disclosed upon confirmation)
Language: English
This is an invite-only event. Secure your spot by registering via the link above. Due to limited capacity, registration will be on a first-come-first-served basis, with priority given to Endowus clients.
The event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines subject to your employer or internal compliance approval. You must arrive on time; arrivals more than 10 minutes after the start will unfortunately not be eligible for the CPT. An attendance letter can be requested and will be issued 14 business days after the event.
For any inquiries, please feel free to email us at [email protected].
About the speakers
George Cheveley, Portfolio Manager, NinetyOne
George is a portfolio manager and metals and mining specialist in the Natural Resources team. George is a portfolio manager for the Global Gold strategy and co-portfolio manager for the Natural Resources strategy. He covers all aspects of metals and mining supply and demand including, most recently, the impact of renewable energy and electric vehicles on metals demand.
Prior to joining the firm, George was a market analyst for three years at BHP Billiton, working in The Hague and Singapore. He was recruited to BHP Billiton in 2004 from CRU (Commodities Research Unit), an independent metals/chemicals related research company based in London. At CRU, he spent three years in the Carbon Steel team and five years as a Research Manager – Copper, providing in-depth research and forecasts to the industry, banks and hedge funds. George began his career in 1990 in operations at British Steel Strip Products, working for three years in the Tinplate division.
George graduated from the University of Oxford in 1989 with an honours degree in Classics and in 1995 was awarded a Master of Business Administration from Warwick University.
Andrea Ng, Head of Asia Advisor Business, NinetyOne
Andrea is Head of Asia Advisor at Ninety One based in Singapore. She is responsible for managing and driving the firm’s advisory business in Singapore, Hong Kong and Taiwan.
Prior to joining the firm, Andrea worked at Muzinich & Co where she was a Client Relations director. She was responsible for driving business growth in the same Asia region. Before joining Muzinich & Co, she was an Associate Director at First Sentier Investment (previously First State Investment) and Man Group (HK),
Andrea holds a Major in Chinese Studies (BA) from the National University of Singapore. She is also fluent in English, Mandarin, Cantonese, and Japanese.
Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus
Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus.
Before joining Endowus, Steffanie was Managing Director at Value Partners responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serves over 1.2 billion annual active users globally.
Steffanie started her career in the investment banking divisions of Deutsche Bank and Barclays in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business.
She was selected into the Financial Leaders Programme in 2023 organized by the Hong Kong Monetary Authority and is currently a Board Director of the Fintech Association of Hong Kong. She was selected as “Women to Watch” by The Women’s Foundation and 30% Club Hong Kong Chapter in 2026.