Mid-Year Themes Review - Part II
Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...
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Global Metals & Mining Playbook – July 2025
Commodity trends show gold, copper, and uranium surging, while iron ore and coal struggle. Top picks include Zijin Mining Group, Shandong Gold...
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Aussie Shorts [14 Sep 2026]: CBA, Northern Star Resources, Westpac, ANZ, Suncorp, Sigma Healthcare
The largest industry net increase in the past week was A$0.2bn into "Banks"; the largest industry net decrease was A$1bn out of "Diversified...
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Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities
A review of recent events/data impacting our investment themes and outlook. We look at the longer term commodity move in the context of the current...
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Has the market gone cold on miners?
The story highlights the challenges faced by Encore Energy in the mining industry, including production issues, management changes, and stock price...
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