A stellar group of portfolio managers from mining’s larger funds, finance and streaming firms address near term challenges after a sell-off in global equities and the start of a period of high inflation not witnessed in decades.
The investors were resolutely optimistic for the commodities sector longer term, despite significant recent market dips and a flight from global equities, with mining stocks suffering too.
The demand for raw materials is expected to sustain, with unprecedented levels of demand created through the energy transition dynamic playing out globally. Supply tightness was also fuelling the fire for higher prices for critical minerals for longer.
Cailey Barker, Director, Natural Resources & Thematics, Blackrock
Coille Van Alphen, Portfolio Manager, Equinox Partners
James Hayter, Fund Management Advisor, Electrum Fund, Baker Steel Capital Managers
Philip Clegg, Portfolio Manager, Orion Resource Partners
Henry Steel, Portfolio Manager, Odey Natural Resources Fund