Our team’s views on the recent developments within the Natural Resources sector.
Topic of the quarter:
Insight from George Cheveley, Portfolio Manager, on whether we can expect to see a rise in M&A activity among Natural Resources companies. With the recent announcement of Barrick Gold’s planned merger with Randgold Resources, the question is whether this will lead to further consolidation in the gold sector and if M&A activity could increase across the resources sector more broadly?
This material is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. All of the views expressed about the markets, securities or companies reflect the personal views of the individual fund manager (or team) named. While opinions stated are honestly held, they are not guarantees and should not be relied on. Investec Asset Management in the normal course of its activities as an international investment manager may already hold or intend to purchase or sell the stocks mentioned on behalf of its clients. The information or opinions provided should not be taken as specific advice on the merits of any investment decision. This content may contain statements about expected or anticipated future events and financial results that are forward-looking in nature and, as a result, are subject to certain risks and uncertainties, such as general economic, market and business conditions, new legislation and regulatory actions, competitive and general economic factors and conditions and the occurrence of unexpected events. Actual results may differ materially from those stated herein. All rights reserved. Issued by Investec Asset Management, issued November 2019.
The content of this page is intended for investment professionals only and should not be relied upon by anyone else
Bitte bestätigen Sie, dass Sie dieser Kategorie angehören