2016 Outlook for Resource Asset Prices
John Robertson
PortfolioDirect
One of the most pressing questions for resource sector investors in 2016 is whether the prolonged sector asset re-pricing has run its course or whether there is more to go. This will have a bearing on stock market performance but also on the ability of companies to monetise assets to focus on their most prospective developments as they try to position themselves for an eventual cyclical recovery. Despite many hopes in the industry (and some sketchy evidence) that sector asset prices may stabilise, there are indicators still showing that the unprecedented industry re-pricing has room to run. To start the year, the PortfolioDirect investment report highlighted five arguments for and against a continuation of asset re-pricing during 2016. (VIEW LINK)
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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
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No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
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