Online agenda

Commodities outlook: Analysts’ picks for commodities winners and losers in 2020/21

• The impact of Covid-19 on supply and demand side opportunities
• Panellists’ picks of the hottest and coldest metals and minerals over the coming year
• Outlook on commodity demand trends – where do we see the market moving over the coming year?

Panellists include:
John Forwood, Chief Investment Officer, Lowell Resources Fund
Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters
Sophie Spartalis, Senior Equity Analyst, Bank of America Merrill Lynch
Helen Lau, Senior Equity Analyst, Argonaut

Commodities overview: Reading between the headlines

• Insight into the outlook on the commodities markets for the second half of the year
• China’s transition into the 14th Five Year Plan – What direction will China move in? Impact on commodities and prices

Ian Roper, General Manager, SMM Singapore

Mining investment leaders panel: Current appetite for investment

• Impact of Covid-19 on the mining industry this year and investor outlook moving forward
• Impact of supply and demand disruptions we’ve seen in the first half of 2020
• Unexpected consequences on the mining sector coming out of Covid-19
• Long-term impact on the economy, mining investment preferences, commodity price, etc.

Panellists include:
Andrew Ballingal, CIO, Ballingal Investment Advisors
Andrew Ferguson, CEO, APAC Resources
Damian Pearson, Investment Director –  Corporate Finance, EMR Capital