Co-Portfolio Manager, Kevin Bertoli speaks with David Scutt from Ausbiz. In this video they discuss the current supply and demand dynamics in the commodities space and highlight:
- The long term drivers for industrial metals and energy sectors
- How commodities are affected by increasing regulatory costs
- Why gas will be essential in the changing energy mix
- PM Capital's investment ideas in the sector
PM Capital Global Companies Fund PM Capital Australian Companies Fund
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