Capitalising on the next phase of growth in metals and mining post COVID-19
- Are mined commodities rightly regaining their lustre for investors keen to avoid volatility and suppressed bond markets?
- Which macro-economic factors are investors most alert to now?
- Views on the gold bull market – will this trigger large institutions and pension funds to increase exposure to gold producers and, in turn, other mining stocks?
- Public vs private – where can we expect risk capital to come from and how is the capital formation journey evolving for miners?
- ESG and the decarbonisation movement, investment trends accelerating in favour of mining
- Other than gold producing assets where are investors seeing value?
Panellists:
Cailey Barker, Director, Natural Resources, BlackRock
Charl Malan, Portfolio Manager, Van Eck
Jessica Fung, Vice President, Pala Investments
Ross Allister, Head of Mining, Investment Banking, Peel Hunt
