In this quarter’s edition:
Our team’s views on the recent developments within the Natural Resources sector.
Topic of the quarter:
Insight from George Cheveley, Portfolio Manager, on how the current cycle remains favourable for mining equities. Several catalysts have the potential to drive outperformance of the mining sector over the next few years. Metals prices look more likely to rise than fall from current levels, and mining equities are poised to benefit as miners’ balance sheets are stronger and a focus on cash flows is prevalent.