Opportunities for the Environment and Investments
Mackenzie Resource Team sees investor opportunities in the shift from inefficient, polluting resources to sustainables. Climate change is forcing leading economies to make big decisions that could have a historic impact on resource sectors.
In today’s challenging environment for global commodity prices, conventional valuation measures may not be the most effective in selecting resource stocks. In this paper, we examine the application of sustainable Free Cash Flow analysis for companies with high capital intensity.
September 1, 2015
Accelerating fiscal stimulus and a hasty retreat from monetary tightening intentions by Central Banks were the immediate response to a moderation in global economic activity during Q4/2018
Monetary policy that pushed the US dollar higher and EM currencies lower, compounded by ongoing trade discussions, weighed on global markets during the fourth quarter.
While US equity markets continued their near-linear upward trajectory, emerging markets and the resources sector experienced a substantial set-back during Q3/2018.
Global growth continued into the second quarter with the United States and China leading. Despite a negative overhang from contentious trade disputes, the US looks as though it will post solid growth rate for Q2.