Is now the time to load up on Resource stocks following the run in Tech?
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Year to date, the technology sector has outperformed resources by over 20% posing the obvious question, has the elastic band now stretched too far? For extra spice, some commodities will be essential in driving the global energy transition and move to decarbonisation.
Join Market Matters as we focus on actionable ideas in the here and now.
I will be accompanied by resources veteran Andrew Hines, Head of Research at Shaw & Partners and Fund Manager Ben Cleary who runs Tribeca’s Global Natural Resources Fund, for a webinar that's not to be missed.
Webinar Date: Thursday 15th June 2023
Time: 12:00 pm – 12:45 pm AEST
Register free here
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James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
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James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
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