null There and Back Again: The Resurgence of Global Natural Resources
Manager Insights

There and Back Again: The Resurgence of Global Natural Resources

COVID-19 Manager Insights White Paper Equity
April 2021
There and Back Again: The Resurgence of Global Natural Resources

We believe that the outlook for natural resource companies is attractive relative to the broad market. Additionally, we believe Global Natural Resources (GNR), as an asset class, has a unique role in asset allocation and seek to explain its cyclicality, from a macro and commodity-specific, bottoms-up perspective.