GFM Podcast: EP17 - Meet the Manager: Perennial Strategic Natural Resources Trust

In this episode, Managing Partner Paul Nicol and Senior Financial Planner Amelia Paullo are joined by Sam Berridge, Portfolio Manager at Perennial Partners, for an insightful discussion on the structural forces shaping global commodity markets. Sam shares his views on key investment themes including electrification, artificial intelligence, energy security and the growing demand for infrastructure and power. He explains how Perennial identifies opportunities within the natural resources sector and highlights the commodities and industries best positioned to benefit from these long-term trends. The discussion also explores supply constraints, the outlook for China and global commodity demand, the role of gold as a defensive investment, and the qualities that distinguish successful resource companies from the broader market.