3 pockets of value for patient investors

First published on Livewire Markets on 24th September 2020.
https://www.livewiremarkets.com/wires/3-pockets-of-value-for-patient-investors

The oil price is currently at a level where most producers are making no money. But the price only needs to get back to the same levels seen earlier this year for a lot of oil and energy stocks to look very attractive. In this video Allan Gray Australia Portfolio Manager, Dr Suhas Nayak, discusses the energy stocks we like and why gold stock Newcrest and dividend-payer Alumina remain favourites in the Equity Fund portfolio.

Видео 3 pockets of value for patient investors канала Allan Gray Australia