- How are leading funds interpreting the key economic drivers in metals markets – Sino-US trade wars; interest rates; global growth slow down; strong gold prices
- With the mining industry in need of new capital now, are metal shortages inevitable? Will investors be enticed to buy into improved fundamentals?
- When will the period of dividend focus ease off and the appetite for building return? Are greater capital flows into the junior tier expected 2020?
- With geological and political and above ground risks mounting, what will it take for new projects to find funding?
Neil Gregson, Portfolio Manager, JP Morgan Global Natural Resources Fund
Mark Burridge, Managing Partner, Baker Steel Capital
Hans-Arne L’orange, Head of Metals & Mining, Clarksons Platou Securities
Carl Tricoli, Founder and Managing Partner, Denham Capital