Our experts explore the role of natural resources and how integration of financially-material ESG factors is essential for mining companies.
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In this episode, Daniel Sullivan, Head of Global Natural Resources, and Matthew Bullock, Head of Portfolio Construction and Strategy, EMEA & APAC, explore the shifting landscape of global natural resource equities, examining opportunities and challenges in a sector defined by evolving market dynamics.
Multiple factors rationalise why investors should consider a strategic allocation to natural resources equities in 2025.
Portfolio Analyst Tim Gerrard shares his key findings from site visits to several iron ore and uranium mining projects in Quebec and Saskatchewan.
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.