About C. MacDonald Europe

Colin Waugh is a researcher, writer and investor in commodity markets, with particular focus on resource markets where geopolitical influences and climate are paramount in determining price.

As Senior Portfolio Manager of New York based global macro hedge fund Galtere Ltd. (a $2.5 bn commodity-based global macro fund) Colin piloted the launch of a sub-fund in 2006 called 'Climate Volatility' which later grew to be 20% of the fund's AUM. After New York, Colin returned to London and focused on commodities markets at Lombard Street Research (now TSR Lombard) as well as continuing to develop research and investment themes fit for the fast-growing universe of new commodity instruments and portfolio geographies.

Over the past decade he has been a speaker at events in China and elsewhere in Asia and currently is a guest lecturer at Bayes Business School in London, where he has addressed the school’s Sustainable Investment and Finance class on climate investment topics. Mr. Waugh is also a member the editorial board of the Commodities Investigative Digest (CID), an industry research publication produced by Bayes in collaboration with Chicago-based Premia Research Inc.

He has worked and lived in several sub-Saharan African countries and is the author of two books on the region. He is the author of ‘Resources and Diplomacy’ a major research paper written over a decade ago and even more relevant today, focusing on the Western economies’ vulnerability to Critical Minerals shortages.

He always enjoys discussing and debating markets in a lively forum and engaging with fellow professionals in the commodities field!