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? 

John Mensack will again be your host for today along with fund managers Jim Luke and Malcolm Melville. They'll talk through what globalisation did for the world economy, what we're seeing now and how investors should view commodities in the future.

Their previous podcast about commodities in the age of the “3D reset” - the 3Ds being decarbonisation, deglobalisation and demographics - was out last week so please give that a listen too: Commodities in the age of the 3D reset

RUNNING ORDER:

01:51 - Part one: What did globalisation give the world?

09:24 - Part two: What do individual powers want from deglobalisation?

24:13 - Part three: The role of commodities in investors’ portfolios in the new world

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