Our Strength
Commodity Focus
- Clean energy is driving a potential multi-decade commodity super-cycle
- The dramatic shift in global demographics and resurgence of emerging market growth will drive demand for commodities long term
- Supply limitations continue to become more pronounced – for many metals, there are very few large scale development projects in the pipeline globally
- The convergence of cyclical and structural factors will support a major rally in commodities that will last well into the next decade.
