Poor capital allocation and the green economy unseat the PGMs
Where I Am? | Viewer ==> Poor capital allocation and the green economy unseat the PGMs

Coronation Management Company

  Coronation Management Company   Q2 of 2024 | 2 years ago

At the bottom of the platinum group metal (PGM) cycle in 2018 we held overweight positions across our client portfolios in both the direct equities as well as through Anglo American and its PGM subsidiary, Amplats. Strong demand growth finally whittled away the surplus above ground inventories, which increased prices by more than 400% in the following years. This appreciation was even more pronounced in the individual equities, with Impala Platinum’s trough-to-peak up 18 times.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

More Activities & News
Aluwani Snatch Afena

Activity Review for Sygnia

Activity Review for Satrix

Old Mutual Activity Review for 2020 - 2023

Prescient Funds Activity Summary 2020 - 2023

2020-2023 Manco Review: Momentum

More Opinions & Views
Golden eggs and golden visas

Teaching Children About Money Is About Fostering The Right Mindset

INCOME FUNDS DISPEL THE NOTION THAT RISK AND RETURN ARE OPPOSITES

Dividends, more valuable than ever during recessions.

Why you shouldn’t be too quick to rush your rand out of SA

Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.