PortfolioDirect Investment Report
John Robertson
PortfolioDirect
Rising copper metal inventories over the next several years, contrary to most recent expectations, would mean persistent downward pressure on prices. This is a realistic scenario against the backdrop of downgraded global growth forecasts . The PortfolioDirect investment report this week discusses the sensitivity of copper demand to changes in global growth rates using a historically valid statistical model. The most recent International Monetary Fund global growth forecasts are used as model inputs to project upcoming copper usage. The analysis suggests that copper market expectations have not been sufficiently adjusted to take account of the most recent downward revisions to the global growth outlook. Recent PortfolioDirect company rating reports can also be accessed through the latest weekly investment report: (VIEW LINK).
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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 strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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3 topics
John Robertson
PortfolioDirect
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...
Expertise
No areas of expertise
John Robertson
PortfolioDirect
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...
Expertise
No areas of expertise
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