Why we see potential in these sectors

CRITICAL METALS

Forecasted demand increases tied to energy transition & economic growth there is real strength in this sector.

With upside exposure to other macroeconomic events such as digitalisation, and increased state security critical metals have proven long-term value. They are aligned to government strategies in the UK and other markets and address the immediate UK & European concerns to source metals which have growing economic importance.

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PRECIOUS METALS

These metals cater to industrial, central bank, jewellery and technology demand. Many overlap with energy transition trends.

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ENERGY TRANSITION METALS

Transition metals have high demand for use in construction and manufacturing of energy transition technologies.

The prices are expected to continue to appreciate due to demand from efforts to decarbonise the global economy. They also have a diverse use, from batteries to wind-turbine blades.

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Synergies across products

Working with different metals and across various parts of the supply chain we have developed a superior understanding of the sector as a whole.

Our cross-asset expertise and our broad network allow us to quickly spot and capitalise on synergies and share best practices.

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