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Global natural resources equities: the growth opportunity that markets are (still) missing

EPISODE · Oct 10, 2023 · 6 MIN

Global natural resources equities: the growth opportunity that markets are (still) missing

from Ninety One | The Big Picture

Many investors have been wary of investing in companies in natural resources sectors amid climate concern. Yet a sizeable group of natural resources businesses have critical roles to play in the energy transition, and consequently significant structural growth potential.Combined with underinvestment in new supply of transition-essential commodities and low valuations, it adds up to a fascinating time for investors to take a closer look at this unappreciated but highly dynamic part of the stock market. Ellie Clapton discusses with Portfolio Manager Tom Nelson. Hosted on Acast. See acast.com/privacy for more information.

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Global natural resources equities: the growth opportunity that markets are (still) missing

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