- 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.
For further details see:
Structural Shifts Test Limits On Global Resources