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 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?