Graham French video exclusive: Why I'm backing physical assets
by Angus Foote on Jun 06, 2011 at 15:26
He explains to Citywire Global editor Angus Foote why, contrary to what many experts say, the prices of physical assets are going to stay higher for longer.
But just as the cost of oil, gold and soft commodities rise, so too will the level of social unrest warns French, arguing we are fast approaching a 'Malthusian scenario' where population growth threatens to outpace that of agricultural production.
The Citywire A rated manager also reveals why he's backing a huge renaissance in the natural gas sector and talks through some of his most recent portfolio changes.
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