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 | 3 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
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Did You Know ?

DYN

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

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

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