Today we hosted a Webinar looking at the concept of a commodities Supercycle – a recording can be watched here
Topics Covered:
- What is a commodity supercycle? Why this theme has captured investor attention and the conditions typically required for a long-term resources boom.
- Why this cycle could be different: How today’s environment compares to the China-led commodity boom of the early 2000s, and the megatrends driving demand today.
- The commodities we have the highest conviction in: Where Market Matters sees the most compelling opportunities over the next three to five years.
- The stocks best positioned to benefit: The companies we believe are most leveraged to emerging resource trends and why.
- The risks investors shouldn’t ignore: What could derail the thesis and how investors can position portfolios accordingly.
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Webinar Recording: Are commodities entering a Supercycle?
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Webinar Recording: Are commodities entering a Supercycle?
