Скачать или смотреть What a Commodity Supercycle Would Mean for Australia - Greg Cassidy | Milford

Commodity markets are back in focus.

Gold has more than doubled in recent years. Lithium has flipped from surplus to deficit and iron ore continues to quietly underpin the Australian economy.

So is this the start of something bigger, like a commodity super-cycle

In this episode, we’re joined by Greg Cassidy, Senior Analyst at Milford, to unpack the forces driving the global resource rally and what it means for adviser portfolios.

We cover:
The three macro forces behind the surge: deglobalisation, decarbonisation and AI.
The outlook for LNG.
Why iron ore still matters most for Australia’s budget and equity index.
Greg’s key takeaway for advisers: why “you should own resources” and how to think about active vs passive exposure in a volatile sector.

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00:00 Super Cycle Teaser
00:37 Commodity Super Cycle Setup
02:46 Three Drivers of the Rally
08:42 Supply Constraints Emerging
10:35 Australia in US–China Split
12:41 Global Decarbonisation Leaders
14:21 Gold, Dollar and Real Assets
16:46 Commodities to Watch Now
19:15 Copper’s Structural Deficit
20:50 Lithium Volatility Explained
23:11 LNG Supply and Demand
26:12 Australia’s Key Export Exposures
31:01 Portfolio Positioning for Advisers
35:25 Avoiding Resource Investing Mistakes

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