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
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