FQVLF - Structural Shifts Test Limits On Global Resources

• Commodity and resource equity markets faced unprecedented challenges in the first quarter of the year, demonstrating the need for increased growth in sectors connected to global resources.
• The narrative around metals and their critical role in the global energy transition has firmly embedded itself within the investment community and governments around the globe at this point.
• There were several changes made to portfolio positioning during the quarter—most notably, within the metals & mining, oil & gas, and renewable & alternative energy sectors.

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