What’s ahead for lithium, iron ore and uranium producers?

Source: Shutterstock Janus Henderson’s Darko Kuzmanovic expanded on his bullish outlook for several parts of the global commodities sector during a webinar on Wednesday.

Kuzmanovic, senior portfolio manager of Janus Henderson’s global natural resources team, has a 40-year track record in the space. His experience spans that of both a professional investor and a hands-on expert, with a metallurgical engineering background.

Decarbonisation is the overarching thesis of his view, with the push toward clean energy a multi-generational movement that’s only just beginning to play out.

“It will impact various sectors differently but it’s reducing the carbon footprint of the individual sectors and businesses. That will manifest in various ways, whether that’s energy transitions such as electric vehicles and fuel cells, clean energy, or sustainable farming,” Kuzmanovic said.Within this, the phenomenon of deglobalisation is also driving demand for commodities, as the Western developed world shifts its supply chains away from the long-held reliance […]

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