AIIQ - Natural Resources Outlook And Role In The Global Recovery

• In the traditional energy space, it's a tough outlook. The demand destruction has been severe, and we don't look for a strong rebound until sometime until 2021.
• Alternative energy, on the other hand, has had a very good run of it. The great thing about alternative energy is that it's now becoming truly competitive with traditional energy.
• It's absolutely true in the gold world as well. Now, they're benefiting from both macro, massive stimulus around the world on the monetary and fiscal side and gold as a store of value.

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