This presentation will discuss why now is a good time to consider making a portfolio allocation into the commodity asset class and how to do this in a low cost and tax efficient manner without sacrificing too much income or capital growth potential from the rest of an investor’s portfolio.
As contrarian investors, we often find ourselves in unloved areas of the market. Eighteen months ago, lithium miners fell squarely into the ‘unloved’ category. In fact, it would have been difficult to find a more out-of-favour area of the market at the time.