Investment leaders discuss the opportunity in mining and minerals extraction amid a faltering macroeconomic backdrop.
• Macro-economic factors investors are paying most attention to: US election impact on metals and mining; what happens to the dollar; monetary policy?
• Are mined commodities rightly regaining their lustre for investors looking to rotate capital out of other underperforming sectors?
• The gold market – will the bull run continue into 2021?; Appetite of large institutions and pension funds for exposure to gold / gold producers?; What do the upcoming London listings indicate?; Could the gold run lead to a broader metals bull market?
• Public vs private – where can we expect risk capital to come from and how is the capital formation journey evolving for miners?
• Thoughts on M&A – will activity pick up? – How badly has Covid-19 hampered dealflow in the sector or is this purely a cyclical issue?
• ESG trends – Do miners know what to do and are they doing it to a level shareholders expect?; Which ESG performance criteria are proving harder to track?
Panellists:
Jon Lamb, Portfolio Manager, Orion
Fahad Tariq, VP, Equity Research Analyst, Credit Suisse
Jonathan Goodman, Chairman and CEO, Dundee Corporation
Warren Irwin, CEO, Rosseau Asset Management
