Assay TV caught up with Todd Warren, Head of Research, Tribeca Investment Partners to discuss his outlook for metals and mining in 2021. We discuss the impact of the US elections on the outlook for metals and mining. What impact will Biden’s fiscal stimulus and monetary policies have on precious metals? How will the US-China trade war play out under the new administration? We also discuss the outlook for battery metals and look at the reasons why Tribeca is bullish for copper, nickel and uranium.
Todd has over 20 years of capital markets experience including 16 years covering all aspects of the energy and mining sectors. Prior to joining Tribeca, Todd spent 22 years with Colonial First State Global Asset Management (CFSGAM), including six years based in London. Most recently, he was the Head of Global Resources, leading a team managing in excess of $3bn while serving as portfolio manager for the CFS Wholesale Global Resources Fund as well as other global resources long-only mandates and long-short portfolios. Todd commenced his career with Commonwealth Bank of Australia Group in 1996 in their corporate strategy team before moving to Colonial First State Global Asset Management in 1998. Todd holds a Bachelor of Commerce (Finance and Economics) degree from the University of Newcastle and is a CFA charter holder.