Journal
Resources - should I still be listening?
| Monday, 15 January 2007
Short of time? For each Journal issue, we highlight papers we feel you shouldn't miss - this is one. It investigates whether resources is a bubble ready to burst or whether they still represent an attractive investment proposition, and how best to incorporate resources into a portfolio.
Topics addressed:
- The primary demand driver
- The supply side - constrained in the short term
- Market volatility
- Portfolio considerations
Dr Chris Baker is Senior Portfolio Manager, Global Resources with Colonial First State Global Asset Management. Matthew Webb is National Manager, Investments at Colonial First State.
©
2007 Portfolio
Construction Forum, Brillient Investment Publishing Pty Ltd ABN 19 122
531 337.
All rights reserved. Refer
Terms &
Conditions of Use
