Opportunities in commodities - from precious to battery metals

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Presented by

George Lequimes, Mark Smith

About this talk

Reasons for seeking alpha investments in the library of strategic metals. Battery metals like lithium have their own cycle, it is still an immature market due to the rapid growth in battery demand, as prices stabilize, will investors return to those oversold stocks? After 18 months of headwinds for gold, such as rising interest rates and a strong dollar – are we getting to a stage where the interest rate cycle is ending just as macro-economic factors and geopolitical risk favour investing in gold again? We will discuss the broad portfolio structure and the reasons why we invest in the small and mid-cap stocks in our resource universe.
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