Modest growth can be achieved, in the face of macro headwinds
In a volatile environment, take dividends while you can
No green signposts for the mining industry
Buyer beware: diversification is still the key
Keynes reminds us that contemporary events, not data, drive economies
Nothing in gold prices accounts for the woeful price performance of gold equities
Attitudes to market intervention have changed radically in recent months
The industry will need to understand those who do not invest to expeand mining funding
Hopes of sustained price rises are looking implausible
Does a diverse portfolio company outperform single asset businesses?
Idea of central bank indepence has proven misplaced
The importance of experience cannot be exaggerated
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