All Episodes

March 6, 2025 62 mins

In a change up this week we're going to drop in our sister podcast, The Value Perspective. This week the team chat with Alliance Bernstein’s materials’ analyst Bob Brackett. They cover a multitude of topics including;  the impact of a new Trump era on oil and gas over the next four years; Greenland’s appeal from a materials’ perspective; copper’s role in an increasingly electrified world and much more.

Mark Walker, CIO of Coal Pension Trustees, joins the pod as co-host for the episode. But you'll hear from Schroders very own Juan Torres Rodriguez first, followed by Bob then Mark. Enjoy!

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