Daniel Sullivan, Head of Global Natural Resources, explains what happened in the sector over the year, what's ahead and how the teams are positioning for their evolving outlook.

Key takeaways:

  • The year to 30 June 2021 saw strong performance from global natural resources companies, with the S&P Global Natural Resources Index gaining 36% in Australian dollars.
  • Underpinning much of the clean energy transition is the development of battery power storage.
  • Our investment approach remains to be well diversified to capture value across the range of opportunities in the electric metals, the circular economy, sustainable food, renewable energy, low cost oil and gas, gold and silver.