Resources Strategy

Resource equities trade at deeply discounted levels and offer investors both a chance to benefit from high commodity prices and to protect their portfolios from inflation.

Humanity must decarbonize our economy. This will be spectacularly resource intensive, relying on commodities that are finite in supply. Jeremy Grantham discusses the implications of this.

Lucas White, lead portfolio manager of GMO’s Resources Strategy, makes the case for resource equities and discusses what he believes may be a one-in-a-hundred-years opportunity in the sector.

Historically, resource equities have not only protected against inflation, but have actually dramatically increased purchasing power during inflationary periods.

After a rough decade for commodities and commodity producers, we see resource companies trading at record low valuation levels relative to the broad equity market on some measures.

Lucas White and Jeremy Grantham present what they believe to be a compelling case for investing in resource equities, from both a strategic and tactical perspective.