In a Good Investing Podcast world first we speak with both Investment Director, Nathan Parkin and Portfolio Manager, Andrew Wilson about all manner of market and company insights.
Andrew digs deep into the commodities cycle and explains why we are now well past the peak. Andrew also gives a lithium-oriented wrap which simplifies the almost unsimplifiable!
Nathan explains why M&A cycle is upon us and how the Fund’s investment process places it in a good position to benefit. Then under the pressure of the Ethical Partners 60 second Hourglass, each of Nathan and Andrew mentions one company that looks very interesting at the current time. Sometimes singles to fine leg are just what is required on your way to building a good innings.
Link to Episode: bit.ly/goodinvestingpodcast
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