Global Resources - Looking beneath the surface

Pengana Capital Group

Pengana Capital Group

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
Fund Manager
Pengana Capital Group

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.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment