In this Collection... First published on 5th Sep 2016
After half a decade on the bench, the resource sector quietly performed a stunning U-turn in January this year. The Metals and Mining index is up around 60% YTD, and the Small Resources Index is not far behind. Gold has been a key driver, with slashed mining costs, combined with a robust A$ gold, translating to some very strong margins for gold equities. At the same time, the Chinese lithium carbonate price jumped 200%, which translated to some remarkable gains in lithium stocks. To get a high-level read on where we go from here, which commodities offer the best outlook, and the best way to play them, Livewire reached out to four contributing funds. Thanks to Tom Richardson from Watermark Funds Management, Hedley Widdup from Lion Selection Group, Jim Copland from IFM Investors, and Matthew Langsford from Terra Capital.
