Portfolio Analyst Tim Gerrard shares his key findings from site visits to several iron ore and uranium mining projects in Quebec and Saskatchewan.
Insights
Case for an active and pragmatic approach in climate transition investing.
With predictions for the consumption of energy, metals and food over the next 25 years overwhelming those from all previous periods, Daniel Sullivan, Head of Global Natural Resources, outlines an approach for achieving long-term success in the natural resources sector.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Daniel Sullivan, Head of Global Natural Resources, reiterates the case for resources stocks, noting the signals that could indicate we are on the brink of a commodities bull market and the reasons behind this view.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Hear about the major trends that could shape the energy sector in the new year.
Daniel Sullivan discusses the outlook for 2024 and explains his team’s constructive view for the resources sector.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Reasons for adopting a ‘blended approach’ approach that mixes investments in responsible resources with other low-carbon equity investments.
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.