Another 'BRICS' in the Wall - the implications of a Trumpian Red Wall

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Presented by

Georges Lequime & Mark Smith

About this talk

The world of commodities just got a 'truck load' more complicated. We will discuss the metal implications of Trumps’ potential global trade tariffs; the Mexican Border and the silver bullet; the pace of the energy transition and the fate of IRA; de-dollarization and the role gold will play amongst the BRICS members. We will explain how we are positioning the WS ASMF for the next 4 years and beyond.
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