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Looking Back at 2020, Looking Ahead to 2021: Outstanding Resource Performers
Interview
Streetwise Reports (12/29/20) Ralph Aldis, portfolio manager at U.S. Global Investors, in this interview with Streetwise Reports, discusses resource companies that have been top performers in 2020 and, looking ahead to 2021, names companies that he expects to outperform.
Streetwise Reports: Ralph, thanks for joining us today. 2020 has been a year that no one predicted. What lessons have you learned from the last year?
2021 Investment Outlook Part II
Dec 22 2020
If the virus has achieved one thing, it is to prompt governments across the globe to pour stimulus into new technologies and renewability that will drive strong demand for Australian resources
-China tariffs not significant
-A new commodities super-cycle?
FNArena’s
2021 Investment Outlook Part I published last week (link below) incorporated two underlying assumptions with regard to the economic outlook for Australia and the US. Firstly, that it had appeared Australia had all but conquered covid, reflected in the reopening of state borders. Secondly, that there was a distinct possibility US Congress would not be able to agree on a stimulus package before inauguration.