Following a recent research trip to China and the Middle East, Alphinity Portfolio Manager and Co-Founder Stephane Andre shares what he learned on the ground and how it is shaping the team’s outlook for commodities. He discusses oil and refining markets, softer demand in China, AI-driven investment in the US, and the opportunities and risks Alphinity is seeing across copper, iron ore and steel.
Stephane Andre
Co-Chief Executive Officer, Portfolio Manager
Australian Webcast: China & Middle East Research Trip and Outlook for Commodities
< 1 minute read time
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