Panel: Investing through the cycle – Appetite, investment approaches and buying signals

Trade wars and resource nationalism: threats and opportunities for the mining investor Currencies and commodity prices - Examining the outlook for inflation and interest rates and the impact on metals prices Where next for global stock markets: how will mining...

Where next for the gold price and underlying gold mining equities? Return cash to investors or invest in growth? How can miners attract new shareholders while avoiding a future supply-side crunch? Resource replacement through M&A - what opportunities this creates...

Where next for China’s outbound dealflow - accelerating or slowing? From gold to technology metals: Investment preferences of China’s leading outbound mining investors How China’s drive for lower emissions is shaping demand for mined commodities - less thermal coal, more...

Update on the launch and uptake of new EVs - When will EVs and ICEs reach price parity? To what extent has the US-China trade war intensified competition to secure supply chains for battery raw materials and how can investors...