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Markets searching for real assets again

Markets searching for real assets again

The recent equity sell off has targeted those most vulnerable to disruption

View from the West End

01 NOVEMBER 2018
Next leg up for metals: fund rotation

Next leg up for metals: fund rotation

A shift of capital from bond or equity markets would have a disproportionate effect on metal pricing...

Miner's right

19 FEBRUARY 2018
The delusion game

The delusion game

Reality is set to bite those who have waited too long to hop on board the lithium train

View from the West End

31 JANUARY 2018