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Just for reference...

https://www.morningstar.co.uk/uk/news/234439/13-questions-for-premier-mitons-james-smith.aspx

26 April, 2023

13 Questions for Premier Miton’s James Smith

In this series, we ask leading fund managers about everything from their investment strategy, to role models, their views on crypto, and what they’d never invest in

Which Sector Shows the Biggest Promise in 2023?

My investment trust invests exclusively in the renewable energy sector, so I would have to say that. It could also be true given the urgent need to decarbonise the global economy. However, if I were forced to choose another sector, I would pick mining, in particular those companies extracting rare earths and base metals. The energy transition is going to need substantial resources, and of course that also comes with environmental challenges that will need to be managed carefully.