The investment strategies panel brings together several of APAC’s top resources investors to look at where we are now in the commodities investment space, and outlook moving forward.
The session begins with a review on the post-pandemic recovery, impacts and opportunities for the metals & mining investment space. We look at the broad themes arising in the industry today, such as decarbonization, and the direction of investment at this time.
Along the decarbonization and energy transition themes, we look at the potential impacts arising from the COP26 meetings and commitments made there for the resources space.
Shifting themes, the panel looks at what’s been happening with the gold space over the past 18 months and where they see the market moving.
Panellists look at the outlook for M&A and predictions for the coming year.
Rick Squire, Portfolio Manager – Resources & Energy, Acorn Capital
John Forwood, Chief Investment Officer, Lowell Resources Fund
Matt Griffin, Co-Portfolio Manager – Small Caps, AMP Capital