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The 3 Trades That'll Win the Next Decade (Money of Mind Podcast)

  • Jun 9
  • 1 min read

Our CIO Michel Mamet was recently featured on the Money of Mine podcast — one of Australia's most respected resources investment channels.


In "The 3 Trades That'll Win the Next Decade," Michel walks through the thesis behind GERAF: why gold, energy, and resources represent a compelling decade-long opportunity, and how the fund has been positioned to capture it.


Key themes from the conversation: 

  • Gold's third bull market since the '70s, and what the Hormuz disruption means for liquidity dynamics 

  • Why we see gas as having a longer runway than oil, and what that means for portfolio construction 

  • The case for deploying capital globally — and what the majors investing offshore signals about Australia's investment climate 

  • Our views on global copper exposure


🎙️ WATCH THE FULL EPISODE







Past performance is not a reliable indicator of future performance of this Fund. Returns are not guaranteed, nor is the return of capital. Prospective investors should consider their own objectives and obtain independent financial, legal and tax advice before deciding whether to invest in the Fund.


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