Get set for 20 years of "sub-optimal returns" in Resources
In this thematic discussion, our panel takes a critical look at the current state of the resources sector. With commodity prices continuing to weaken at a time when the PBoC devalued the yuan many are suggesting a long downside cycle. Matthew Kidman hosts Steve Johnson from Forager Funds and Jeremy Bendeich from Avoca Investment Management in a discussion about individual commodities and the characteristics of companies that will prosper in this period of readjustment for the sector. Click here to view the video
Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.