Historically low government bond yields in the major capital markets should be a boon for resources companies looking to finance new mines but the...

John Robertson

PortfolioDirect

Historically low government bond yields in the major capital markets should be a boon for resources companies looking to finance new mines but the macroeconomic benefit has failed to trickle down to companies. Yields on corporate bonds with ratings lower than CCC (i.e. the end of the market inhabited by most mining companies) have been rising. This week's PortfolioDirect investment report has more on this point as well as updates to the analysis of sector cyclical positioning. Download the report from here: (VIEW LINK)


John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

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