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Go defensive in face of market volatility

Posted on - 06 Apr 2023

Category - Asset Allocation

In the face of the sort of volatility we saw in March, and with concerns building of an impending credit crisis, it’s difficult to suggest a strategy for the near-term but, we suppose, that’s why they pay us the “big” bucks! At the risk of sounding like a stuck record, we would stick with lithium with a preference for Hard Rock producers. We believe that the market doesn’t understand the contract pricing structure in SpodCon and is expecting CQ2/23 prices to be much lower than they will be. We also maintain our preference for Explorers. As the recent ALB/LTR newsflow...

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