IN FOCUS6-8 min read

Podcast - Commodities: a geopolitical hedge in an uncertain world?

Deglobalisation is happening. And commodity security has risen up the political agenda. So, what does this mean for the role of commodities in an investor’s portfolio? 

13/07/2023
Mining vehicles

Authors

John Mensack
Investment Director, Fixed Income
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James Luke
Fund Manager, Metals
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Malcolm Melville
Fund Manager, Energy
See all articles

Authors

John Mensack
Investment Director, Fixed Income
See all articles
James Luke
Fund Manager, Metals
See all articles
Malcolm Melville
Fund Manager, Energy
See all articles

Topics

Podcasts
Global
Commodities
Market views
Regime shift
3D Reset
Deglobalisation
Energy transition
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