PYZ - Resource Sector Considerations For 2024

2024-02-15 22:50:00 ET

Summary

• So things that get us excited today with regards to the global natural resources sector are, first and foremost is that, this time next year, we definitely expect to see interest rates lower than they are right now.
• The natural resources sector overall has really been disciplined for a number of years. And this has resulted in excellent operational and financial performance.
• One of the things that's top of mind of the clients that we’ve spoken to over the last couple of months is this dichotomy of performance between the tech sector, the AI sector, and natural resources.

Hear from Portfolio Manager Shawn Reynolds about the strong operational performance of global resource companies and potential implications for the sector based on his current outlook for global growth, inflation, and geopolitical risk....

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