Latest Commentary

June 2020

Rare earth elements update
In January 2020, we published an article titled “2020 Investment Themes & Opportunities”. The fifth theme we identified in this article was “Battery metal turnaround” and how it seemed the markets view of this sector was pivoting.

The following will provide an update on this theme and how it is currently unfolding 6 months after identification

Rare earth elements update

June 2020
(PDF)

A repeat of the GFC

February 2020
(PDF)

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