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Natural Resources Indicator – where next for commodities?
From oil to gold and rice to renewables, the pandemic has hit almost every natural resource-related sector. Ninety One’s Natural Resources team ass...
01Emerging equity markets are broad, diverse and, we believe, inefficient due to lower levels of corporate disclosure and for behavioural reasons. |
02We believe four key factors individually drive share prices and in combination drive long-term outperformance. |
03We believe applying a disciplined, repeatable investment approach leads to long-term alpha generation. |