A new era for resources: energy security, decarbonisation & going nuclear
Investment Leaders Podcast
In our latest episode of the Investment Leaders podcast, Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.
Listen to the full podcast episode below or watch one of the short video excepts from the conversation.