The investment case for natural resources remains compelling as global demand for commodities contin...
The investment case for natural resources remains compelling as global demand for commodities continues, says Ian Henderson, portfolio manager of the JPMorgan Natural Resources fund. After a five-year bull run, investors can still be sanguine in their approach to the market, Henderson believes. "There are opportunities still to be exploited," he said. "Nickel and tin prices are up and uranium is a hot topic as it is an increasingly important source of energy. "China, India and Russia are expected to dramatically increase their nuclear capacity within the next 15 years." Henderson said t...
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