Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Macroeconomics

<ul><li>Lots of interesting changes over the week, especially in the 2nd half. We have had a bounce, but opportunities remain.</li><li>Key questions that need to be considered are how much of the economic damage from a rocky tariff rollout is already priced in, how should the potential impact of tariffs on earnings be assessed, and what is your plan for deploying capital in the context of a falling market.</li><li>Pair this week's Real Asset Chartbook with reading Jeremy Grantham’s “Reinvesting When Terrified” and plan out your strategy for the redeployment of capital.</li></ul>

Lots of interesting changes over the week, especially in the 2nd half. We have had a bounce, but opportunities remain.Key questions that need to be considered are how much of the economic damage from a rocky tariff rollout is already priced in, how should the potential impact of tariffs on earnings be assessed, and what is your plan for deploying capital in the context of a falling market.Pair this week's Real Asset Chartbook with reading Jeremy Grantham’s “Reinvesting When Terrified” and plan out your strategy for the redeployment of capital.

Real Asset Chartbook Week #3: Continued Volatility

United States

Tin is a chemical element with the symbol Sn and atomic number 50. It is a post-transition metal in group 14 of the periodic table. It is obtained chiefly from the mineral cassiterite, which contains tin dioxide, SnO₂. 

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Tin (TIN COMDTY)

Real Asset Chartbook Week #3: Continued Volatility

Lots of interesting changes over the week, especially in the 2nd half. We have had a bounce, but opportunities remain. Key questions that need to...

Massif Capital Research

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