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In this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, discusses the current state of the resource sector and provides his short and long-term outlook and trends on the commodity complex. Benoit shares his advice on managing exposure to the resource sector within a Canadian equity allocation, highlighting the importance of diversification and potential for alpha generation.
This episode was recorded on September 6, 2024.
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33 ratings
In this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, discusses the current state of the resource sector and provides his short and long-term outlook and trends on the commodity complex. Benoit shares his advice on managing exposure to the resource sector within a Canadian equity allocation, highlighting the importance of diversification and potential for alpha generation.
This episode was recorded on September 6, 2024.
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