Precious Metals Panel: Seeking Risk Adjusted Returns in Precious Metals Investings

Precious Metals Panel: Seeking Risk Adjusted Returns in Precious Metals Investings

Moderator:
Jamie Strauss, CEO, Digbee

Panellists:
Lawrence Lepard, Partner, Equity Management Associates
Dan Oliver, Managing Partner, Myrmikan Capital
Adrian Day, Chairman & CEO, Adrian Day Asset Management
Chris Mancini, Portfolio Manager, Gabelli Gold Fund

  • Macro conditions impacting the gold bull market – investor views on pandemic fallout, looming recession and government stimulus
  • Sentiment for safe haven physical assets – where do equities stand to benefit from a rebound? Is the situation is anything like 2008?
  • How much should a pension fund for instance have in pysical gold versus equiteis?
  • Performance of majors and juniors relative to share price
  • Exploration vs M&A – is growth now far off the agenda?
  • How do investors approach silver equities within a diversified portfolio? Are there enough quality projects out there?
No Comments

Post A Comment