EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors

The Portfolio Construction Podcast

The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Janus Henderson Investors. They explore the vital role the global resource sector plays in our daily lives, with a focus on mining, energy, gold and agriculture. They examine the impact of various factors, including population growth and its effects on agriculture, energy transition, technological advancements that have reduced exploration risks and improved resource targeting, and geopolitical risks affecting investors.