19.08.26 with Angus Geddes, Fat Prophets
Angus Geddes from Fat Prophets discusses the bond market's concern about geopolitics, inflation and potential rate hikes, which led to selling pressure across global equity markets. Earnings season in the local market showed marked down companies missing expectations and rewarded those beating expectations. Angus says the resources sector, particularly copper and gold producers, showed positive surprises in earnings. He says the outlook for gold and copper remains bullish, with a focus on larger and mid-tier producers. Energy and coal miners also presented investment opportunities.
Chapters…
The skinny
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