Livewire Exclusive

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 price, translating to some very strong margins for gold equities. At the same time, the Chinese lithium carbonate price jumped 200%, delivering remarkable gains in lithium stocks. To get a high-value read of which commodities offer the best outlook from here, and also the best stocks to gain exposure, 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. You can access our collection here: (VIEW LINK)


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