Matthew Kidman hosts Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management in a Livewire thematic video discussion. The iron ore price has continued to see steady declines placing marginal producers under intense pressure. BHP, Rio Tinto and Fortescue have all opened the production floodgates and combined with a slowing Chinese economy the back drop looks extremely challenging. The story in energy markets has also been well documented. Record inventories and continued supply growth has seen oil prices on a slippery slope south. Panelists were asked for their take on a highly topical investment theme to see what opportunities may (or may not) be on offer, and how they are viewing the current set up in these two markets. Click below to watch the video:
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