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The market feels like 1990 all over again

The market feels like 1990 all over again

Modest growth can be achieved, in the face of macro headwinds

From the Capital

26 JANUARY 2023
2022's biggest investment winners

2022's biggest investment winners

In a volatile environment, take dividends while you can

From the Capital

19 JANUARY 2023
No green light for industry recovery

No green light for industry recovery

No green signposts for the mining industry

From the Capital

22 DECEMBER 2022
Do investment conferences add value?

Do investment conferences add value?

Buyer beware: diversification is still the key

From the Capital

08 DECEMBER 2022
Data overload confuses markets

Data overload confuses markets

Keynes reminds us that contemporary events, not data, drive economies

From the Capital

01 DECEMBER 2022
Gold stocks lose competitive edge

Gold stocks lose competitive edge

Nothing in gold prices accounts for the woeful price performance of gold equities

London to a brick

17 NOVEMBER 2022
Higher taxes and ESG policies converge

Higher taxes and ESG policies converge

Attitudes to market intervention have changed radically in recent months

From the Capital

10 NOVEMBER 2022
New investment marketing model needed

New investment marketing model needed

The industry will need to understand those who do not invest to expeand mining funding

From the Capital

27 OCTOBER 2022
IMF views threaten metal price outlook

IMF views threaten metal price outlook

Hopes of sustained price rises are looking implausible

From the Capital

13 OCTOBER 2022
Little evidence to back portfolio model

Little evidence to back portfolio model

Does a diverse portfolio company outperform single asset businesses?

From the Capital

06 OCTOBER 2022
Central Banks to wilt under pressure

Central Banks to wilt under pressure

Idea of central bank indepence has proven misplaced

From the Capital

29 SEPTEMBER 2022
NickelSearch People to Make Difference

NickelSearch People to Make Difference

The importance of experience cannot be exaggerated

From the Capital

22 SEPTEMBER 2022