Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)
We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat. We started on the state of the market & how we got here, then moved onto the influence on the US and what their interest rate decisions mean, followed by discussing how China’s position in commodities and influences has changed over time. We then delved into the growing significance of nuclear energy and the role that’ll play in the energy transition as ...