Global Miners - Where to from here?

James Gerrish

Market Matters

Global miners enjoyed a cracking start to the year delivering ~18% performance by 16 February 2017 underscored by the best financial reporting season in over five years. We’ve now seen another reporting season, a period of consolidation and a more challenging period as the macro tail – PMI’s, US dollar, Trump and interest rates wagged the metals and mining sector. Where to from here?



Today, Peter O’Connor, Senior Resource Analyst from Shaw & Partners joins our Primary Contributor, James Gerrish, to discuss a few key themes as we head towards the end of the year, including discussions on BHP, Gold and resources.


5 stocks mentioned

James Gerrish
Portfolio Manager
Market Matters

James is the Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and...

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