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
James Luke
Fund Manager, Metals
Malcolm Melville
Fund Manager, Energy

Authors

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

Topics

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

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.