Agriculture - Increasing global demand for food, land and evolving technology continue to produce good returns and will provide an excellent addition to a portfolios equity exposure.
Technology - Ever increasing demand for technological advancements has turned small companies into the global giants and still offers potential for more to come.
Asset Managers - A leveraged way to play the equity market.
Gold Equities - A leveraged play on the gold price. There is a noticeable disconnect from gold and gold equities, as companies restructure and prioritise projects this provides significant upside potential going forward.
Global Energy - With a supply ever depleting and global growth continuing there is a compelling level of support for the price of oil and natural gas. A great long term holding for any portfolio.
Water - another interesting investment theme, increasing population spurs demand for clean water on a global scale, further uses for clean water presents stable demand growth for businesses and as such can provide access to a growing income stream.
Gold Equities - A leveraged play on the gold price. There is a noticeable disconnect from gold and gold equities, as companies restructure and prioritise projects this provides significant upside potential going forward.
Global Energy - With a supply ever depleting and global growth continuing there is a compelling level of support for the price of oil and natural gas. A great long term holding for any portfolio.
Water - another interesting investment theme, increasing population spurs demand for clean water on a global scale, further uses for clean water presents stable demand growth for businesses and as such can provide access to a growing income stream.
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