Shawn Reynolds

Jul 30, 2023 | nasdaq.com | Shawn Reynolds

Despite the recent lackluster performance of resource equities, it is important to note that historically, overall cumulative returns tend to rebound effectively during periods of high inflation. Recent underperformance of resource equities amid uncharacteristically high inflation has been somewhat perplexing, yet is not entirely without precedence.

Jul 26, 2023 | vaneck.com | Global Resources |Shawn Reynolds

Insights Natural Resources Many of the major factors propelling resource companies to their near-term highs in 2022 remain the same despite macroeconomic headwinds in the first half of this year. Commodity prices are mostly still above their decade-long averages, with persistent supply constraints across a number of key resources.

Apr 30, 2023 | nasdaq.com | Shawn Reynolds

By Shawn ReynoldsPortfolio Manager, Global Resources, Environmental SustainabilityandAndrew MusgravesSenior Product ManagerPersistent inflation, fiscally responsible resource company management and anticipated company capital returns continue to provide investment opportunities in the resource equity sector. Resource equities have experienced a tremendous run over the last several years, with some companies seeing double or even triple-digit gains.