The final of a series of updates on our Global strategies' investment themes, Portfolio Manager Kevin Bertoli describes:
how being at multi-decade relative lows attracted us to commodities
why copper supply is unlikely to be able to develop quickly enough to keep up with demand
why copper plays globally continue to represent good investment opportunities
The content reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.