Our panel of expert investors discuss the current macroeconomic conditions for markets, supply chains and a strong dollar. As commodities have endured the global economic downturn better than most sectors, explore how and where institutional investors should increase their allocation to metals near term.
Panellists:
Roger Mortimer, Portfolio Manager, KraneShares
Justin Machin, Managing Director, Denham Capital
Keith Spence, CEO & Partner, Global Mining Capital
Dan Denbow, Independent Investor
This was recorded at our 121 Mining Investment Las Vegas event from 28-29 March 2023. For more information about the event and those who participated, click here: https://www.weare121.com/121mininginvestment-las-vegas/