Uday Cheruvu, Portfolio Manager (Australian Equities), reports on the sectors in the Australian market that are looking more attractive - including commodities - and how he is positioning the Australian Companies Fund's portfolio.
No offense meant but "in focus" should be a basic minimum requirement for any video posted to Livewire... I couldn't watch more than half way.
Hi Adam, Livewire allows contributed content from approved fund managers and that means that some of the videos are produced by third parties. The advantage is that we are able to open the platform to a wider range of commentary, which we think is a plus for our subscribers. In doing this we do relinquish some of the control on the produced content. Appreciate the feedback.