Moderator:
Jamie Strauss, CEO, Digbee
Panellists:
Lawrence Lepard, Partner, Equity Management Associates
Dan Oliver, Managing Partner, Myrmikan Capital
Adrian Day, Chairman & CEO, Adrian Day Asset Management
Chris Mancini, Portfolio Manager, Gabelli Gold Fund
- Macro conditions impacting the gold bull market – investor views on pandemic fallout, looming recession and government stimulus
- Sentiment for safe haven physical assets – where do equities stand to benefit from a rebound? Is the situation is anything like 2008?
- How much should a pension fund for instance have in pysical gold versus equiteis?
- Performance of majors and juniors relative to share price
- Exploration vs M&A – is growth now far off the agenda?
- How do investors approach silver equities within a diversified portfolio? Are there enough quality projects out there?
