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Webinars

Explore
January 28, 2021
Natural Resources
Mega Trends Are Aligning In The Natural Resource Space
Shawn Reynolds
  • Macroeconomic tailwinds (for now)
  • Company sentiment improving while fundamentals remain strong
  • “Transition resources” are emerging as a viable investment opportunity
Watch Replay
May 19, 2020
Natural Resources
Natural Resources: New Generation For Natural Resources
Shawn Reynolds
  • Impact of global pandemic on natural resource markets
  • Outlook for individual commodity sectors and companies
  • Emerging opportunities in the space
Watch Replay
February 11, 2020
Natural Resources
2020 Themes and Outlook
Shawn Reynolds
  • Impact of recent macroeconomic trends on commodity fundamentals
  • Natural resource company commitment to return of shareholder capital
Watch Replay
November 20, 2019
Natural Resources
Focus on Fundamentals
Shawn Reynolds
  • Impact of ongoing global trade war on commodity supply and demand fundamentals
  • Improvement in natural resource company health and alignment with investor demand
Watch Replay
November 07, 2019
Natural Resources
Commodities: Positioning for a Trade Truce
Roland Morris
  • U.S. Fed Rate reversal
  • The deficit burden on U.S. dollar strength
  • U.S. - China Trade rollercoaster
  • Isolating “pure” commodities exposure
Watch Replay
August 20, 2019
Natural Resources
Rising Above the Fray
Shawn Reynolds
Andrew Musgraves
  • Impact of ongoing global trade war on commodity supply and demand fundamentals
  • Improvement in natural resource company health and alignment with investor demand
Watch Replay
August 13, 2019
Natural Resources
Weathering the Trade Storm
Roland Morris
Kyle DaCruz
  • U.S. Fed Rate reversal
  • The deficit burden on U.S. dollar strength
  • U.S. - China Trade rollercoaster
  • Isolating “pure” commodities exposure
Watch Replay