On-demand content

In the lead-up to the event, we will be releasing on-demand content videos from leading analysts and investors – we’ll release the videos here when they are available.

Analyst insight

Base metals outlook

  • Supply and demand dynamics across the base metals group

  • Factoring Chinese economic slowdown

  • Nickel price outlook H2

  • Nickel drivers - BEV sector growth vs broad economic slowdown drive nickel

  • What is the likley strategy for the major producers?

Natalie Scott-Gray, Senior Metals Analyst, INTL FCStone

1-on-1 Interview

Impact investing

  • Impact investment process - a framework for measuring investment contribution and risk

  • How should companies build Sustainable Development Goals within their business?

  • How a sustainability fund thinks about allocation to metals and mining projects

  • Where are the interesting projects on the path towards zero-carbon?

  • How can institutions and investors make real impact?

Michel Brutti, Founder & CEO, Clear Skies Investment Managers

1-on-1 Interview

Investing in a perfect storm

  • Where is shareholder trust at now for natural resource projects? Has the ESG pendulum swung back in favour at a time of resource scarcity?

  • Interpreting the major economic headwinds through investment strategist lens

  • With USA vs. China intensifying, what do the next 5 years look like?

  • Investing in the perfect storm of inflation, an energy crisis, war in Europe and a food supply. Are institutional investors pivoting strategy?

  • Discussing hedging, diversification and qualities of precious metals now

  • Are there opportunities for growth remaining in this market?

  • What are tangible solutions for the weak points in the global economy?

Philip Vorndran, Investment Strategist, Flossback von Storch