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In this quarter’s edition:

Our team’s views on the recent developments within each commodities & resources sector.

Topic of the quarter: As a new commodity cycle begins, have things changed for the mining sector?

Commodities prices reached cyclical lows in February 2016, marking the end to the most recent commodities super cycle. This super cycle saw mining companies commit the highest levels of capital expenditure (capex) in history followed by a period of severe capital cuts in order to ensure their survival. Following the bottoming of prices, sentiment has improved and, more recently, companies have begun to talk once again about raising capital budgets, but will we see the historic excesses of the past?

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