Rob Gray

Chief Commodity Strategist

RCF Technical

Rob joined RCF in 2014 as Chief Commodities Strategist. He provides a macro and micro level perspective on the factors that impact RCF’s underlying fund performance. This cross-fund role contributes to RCF’s commodity market insight and how investment decisions create value for investors. Prior to joining RCF, Rob held a variety of economic, strategy, risk, valuation and finance roles at PwC and Merrill Lynch.

Articles by Rob Gray

Market Snapshot: Q223
Commodity & Mining Investment Update

Fear and greed may drive markets, but there is one driver that remains stronger than both: need. For decades, developed markets have had limited need to think about, or value where metals and minerals are sourced from, as the world pursued the efficient allocation of resources on a global level (aka globalization). Globalization introduced heightened … Continued