Ausbiz - Unpacking commodity complex outlook amid recent selling

Co-Portfolio Manager, Kevin Bertoli speaks with David Scutt from Ausbiz. In this video they discuss the current supply and demand dynamics in the commodities space and highlight:

  • The long term drivers for industrial metals and energy sectors
  • How commodities are affected by increasing regulatory costs
  • Why gas will be essential in the changing energy mix
  • PM Capital's investment ideas in the sector



PM Capital Global Companies Fund      PM Capital Australian Companies Fund


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