Global Resources - Looking beneath the surface
With headlines such as ‘Oil price plummets 60%’ and ‘Iron ore price hits new five year low’ it is understandable the initial reaction from some investors is to baulk at the prospect of investing in global resources equities. With that said, it is critical for investors to realise that the resources sector is NOT a ‘catch all’, but rather a segregated number of discrete industries, each with their own industry dynamics and differentiated outlooks. Therefore, despite some industries and companies facing cyclical difficulties, others are able to prosper. Read more: (VIEW LINK)
Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian managed funds, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors.