Livewire interviews Karl Siegling | Powerful themes remain intact for 2016
Karl Siegling says rather than looking for what has changed in 2016 investors should turn their attention to the powerful themes that shaped investment returns in 2016.
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- The inter-relationship between commodity prices, resource and mining services company profits
- The mining services cycle
- Where we are in the cycle?
- Examples of recent mining services investments:
- Emeco Holdings (ASX: EHL)
- Macmahon Holdings (ASX: MAH)
- Boom Logistics (ASX: BOL)
Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.