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Risk/reward better for lithium explorer/developers

Posted on - 13 Jul 2023

Category - Asset Allocation

Performance was mixed in June amongst stocks exposed to the battery value chain. The stand out sector was EV makers, while an honourable mention has to go to the nickel explorers sub sector basket, which was our best materials performer. It's a difficult market at the moment with little macro support but flip flopping between style factors on almost a daily basis. One day growth (and tech) seems to outperform, the next value (and materials). All things being equal, the second half of the month was certainly more dominated by growth even though value performed well in the first. Given...

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Cellmakers Developers EVs Explorers Lithium Producers REE