The party in commodities isn’t over

The past month has been pretty brutal for commodities connoisseurs.

After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone, while copper and iron ore prices have cascaded significantly into the red. Steel, platinum, silver and gold haven't exactly survived the beating either, with all four metals falling in June.

It probably doesn't surprise investors to learn that at the stock level, it's been far, far worse. For example, lithium favourites Mineral Resources and Pilbara Minerals have seen their share prices fall more than 20% over the past month, while dividend favourites BHP and Fortescue Metals Group have dropped more than 6% and 9% respectively.

That said, they say you should buy when there is blood in the street.

So in this thematic episode, Livewire's James Marlay was joined by AUSBIL's Luke Smith and Paradice Investment Management's Tom Richardson for their take on the opportunities and risks of investing in Australia's materials, miners and explorers.

Plus, they also share why they believe the party in commodities isn't over (and not by a long shot), as well as the sectors (and stocks) within this burgeoning space that are catching their attention for the right reasons over both the short and long term. 

Note: This episode was recorded on the 22nd of June 2022. You can read the transcript below: 

https://www.livewiremarkets.com/wires/the-party-in-commodities-isn-t-over/