Sector Expert: Jessica Fung
Jessica Fung is a commodities analyst with BMO Capital Markets. Fung is responsible for providing fundamental research and price forecasts for the major commodities within the Global Metals & Mining equity research team at BMO Capital Markets. Her analysis includes tracking 800 mining operations with her team, as well as publishing insight into pricing and commodities consumption trends for institutional, metals trading and corporate clients. Prior to covering mining commodities, Fung was an equity research associate with a focus on the large-cap diversified miners and iron ore producers. Fung has appeared on BNN television, Kitco and Dukascopy TV, and been quoted in other press such as Financial Times, Wall Street Journal, LatinFinance, Globe & Mail, Mineweb and Chile Explore. She holds a Masters of Business Administration from the Rotman School of Management at the University of Toronto, and a Bachelor of Applied Arts from Ryerson University.
Why BMO's Tony Robson and Jessica Fung Say Buy, Hold Large Caps Until Commodity Cycle Rebounds (3/31/15)
The fundamental difference between mining companies and investors is that they have very different realities in which they make investment decisions, says BMO Capital Markets Commodities Analyst Jessica Fung. She joined BMO Managing Director and Co-Head of Global Mining Research Tony Robson in a candid discussion with The Mining Report about the near- and medium-term prognosis for mining markets, as well as the outlook for copper, nickel and iron. While both Fung and Robson recommend waiting for the inevitable upturn in the commodities cycle, Robson says that in the meantime investors would do well to park their cash with some of the large, dividend-paying diversified miners until commodity prices recover, and he discusses three large caps and a couple of smaller names.