GFM Wealth Advisory Podcast
GFM Wealth Advisory Podcast
Podcast Description
Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers. Hosted on Acast. See acast.com/privacy for more information.
Podcast Insights
Content Themes
The podcast centers around investment strategies, asset management, and market trends, with episode examples including detailed analyses of funds like the Ellerston JAADE Private Assets Fund and the Perpetual Pure Microcap Fund, focusing on topics such as private equity investing, emerging investment opportunities, and macroeconomic influences on investment decisions.
Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia’s top Fund Managers and our advisers.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Managing Partner Paul Nicol and Senior Financial Planner Amelia Paullo are joined by Sam Berridge, Portfolio Manager at Perennial Partners, for an insightful discussion on the structural forces shaping global commodity markets.
Sam shares his views on key investment themes including electrification, artificial intelligence, energy security and the growing demand for infrastructure and power. He explains how Perennial identifies opportunities within the natural resources sector and highlights the commodities and industries best positioned to benefit from these long-term trends.
The discussion also explores supply constraints, the outlook for China and global commodity demand, the role of gold as a defensive investment, and the qualities that distinguish successful resource companies from the broader market.
Hosted on Acast. See acast.com/privacy for more information.
Disclaimer
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