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In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times. According to Tom Richardson, Lead Portfolio Manager of Paradice Investment Management's Equity Alpha Plus Fund, factors like the energy transition,...
Despite the recent sell-off in resources and materials stocks that we have witnessed over the past few weeks, investors with a penchant for miners, explorers and energy companies would be feeling pretty chuffed (comparatively, that is - let's observe a moment of silence for growth investors). Potash prices, for example,...