In this video update, Business Development Manager, Nicholas Healey, interviews Co-Portfolio Manager, Kevin Bertoli, to discuss the commodities sector.
Questions discussed during the interview include:
- What are your observations of the commodities landscape?
- Markets are expecting global growth to slow over the coming quarters, what impacts will this have on the commodity names within the portfolio?
- Why, with a global slowdown on the horizon, have we sold our position in Northern Star Resources, and why are we not buying more gold?
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