Director of Research and Portfolio Manager Joe Overdevest is back for another podcast with equity research analysts Brendan Cochrane and Thomas Goldthorpe. They discuss what’s next for gold, energy and metals. With oil prices down and gold prices having reached new highs, they analyze the outlook on the long-term trends for these commodities and the impact of various socio-political events such as the U.S. Election and COVID-19. They also note there is a “mixed turbulent outlook” for oil and renewable energy going forward. But demand continues to grow for oil around the world and it is still a very popular and needed resource even beyond emerging markets.
Recorded on October 6, 2020