- How are leading funds interpreting the key economic drivers in metals markets – Sino-US trade wars; interest rates; global growth slow down; strong gold prices
- With the mining industry in need of new capital now, are metal shortages inevitable? Will investors be enticed to buy into improved fundamentals?
- When will the period of dividend focus ease off and the appetite for building return? Are greater capital flows into the junior tier expected 2020?
- With geological and political and above ground risks mounting, what will it take for new projects to find funding?
Panellists include:
Neil Gregson, Portfolio Manager, JP Morgan Global Natural Resources Fund
Mark Burridge, Managing Partner, Baker Steel Capital
Hans-Arne L’orange, Head of Metals & Mining, Clarksons Platou Securities
Carl Tricoli, Founder and Managing Partner, Denham Capital
