In this investor discussion with Jose Martinez, CIO and Executive VP of Investments at Rimac Seguros, we hear how a generalist CIO with significant AUM sees opportunities to increase holdings in global equities and where metals and mining play into this thesis.
Jose shares his view of the four forces driving growth this decade; why he has been positioned in renewables, natural gas and solar for a long time; and why the next decade has been suggested as the base metals era.
