Global Natural Resources

Natural resources equities: the growth opportunity that markets are (still) missing

Tom Nelson and Ellie Clapton discuss the critical role natural resources business have to play in the energy transition and their significant structural growth potential.

Oct 10, 2023

6 minutes

Tom Nelson
Ellie Clapton

Many investors have been wary of investing in companies in natural resources sectors amid climate concern. Yet a sizeable group of natural resources businesses have critical roles to play in the energy transition, and consequently significant structural growth potential.

Combined with underinvestment in new supply of transition-essential commodities and low valuations, it adds up to a fascinating time for investors to take a closer look at this unappreciated but highly dynamic part of the stock market.

 

Authored by

Tom Nelson
Portfolio Manager
Ellie Clapton
Portfolio Specialist

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.