Global Miners - Where to from here?

James Gerrish

Global miners enjoyed a cracking start to the year delivering ~18% performance by 16 February 2017 underscored by the best financial reporting season in over five years. We’ve now seen another reporting season, a period of consolidation and a more challenging period as the macro tail – PMI’s, US dollar, Trump and interest rates wagged the metals and mining sector. Where to from here?

Today, Peter O’Connor, Senior Resource Analyst from Shaw & Partners joins our Primary Contributor, James Gerrish, to discuss a few key themes as we head towards the end of the year, including discussions on BHP, Gold and resources.

James Gerrish

James is a Portfolio Manager within Shaw and Partners heading up a team that manages direct equity and option portfolios. He is also the Primary Contributor to Market Matters, a daily investment report that offers real market insight.




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