Resource Equities Remain the Place to Be
Resource equities still represent one of the most compelling investment opportunities out there today, in our view. Major producers of traditional resources continue to exhibit some of the most attractive valuations and highest returns of capital while operating in an environment of historically high inflation and near decades’-low investment in new supply. Meanwhile, long-term growth beneficiaries of the global resource transition are gaining traction following the enactment of a broad range of accommodative tax and stimulus measures, combined with rapid adoption of clean energy technologies.
- Our near-term outlook for the energy, metals, and agriculture sectors
- Recent macroeconomic trends impacting global resources
- Companies we’re most excited about in 2023 (and beyond)
May 17, 2023
11:00 AM US ETDuration 60 MIN
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July 14, 2022