What does the perfect resource portfolio look like right now? And where are the biggest opportunities in commodities as the economic cycle enters its later stages? On this episode of In the Money with Amber Kanwar, Benoit Gervais, Managing Director, Portfolio Manager, Co-head of Mackenzie Resources and Energy Evolution Team, shares how he’s positioning his resource portfolios after outperforming the broader market and commodity benchmarks. He’s dramatically reduced his exposure to gold, increased his bets on energy and economically sensitive commodities, and believes the current expansion still has room to run. But his strategy goes well beyond the obvious trades. From oil and natural gas to copper, steel and cement, Gervais explains where he sees the best opportunities, why the AI buildout could benefit some overlooked industries, and how he’s balancing risk and reward in an increasingly unpredictable market.
