Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, geopolitics, and changing investor sentiment. With so much flux, can commodities still serve as an effective diversifier in a global portfolio?
In this episode of investment uncut, we speak to Chris Watling, CEO and Chief Market Strategist at Longview Economics, to unpack where we are in the commodity cycle, whether talk of a new “supercycle” is justified, and how investors should approach commodities today. We discuss misconceptions, the impact of global tensions on trade flows, and where the biggest opportunities and risks may lie over the next few years.
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Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, geopolitics, and changing investor sentiment. With so much flux, can commodities still serve as an effective diversifier in a global portfolio?
In this episode of investment uncut, we speak to Chris Watling, CEO and Chief Market Strategist at Longview Economics, to unpack where we are in the commodity cycle, whether talk of a new “supercycle” is justified, and how investors should approach commodities today. We discuss misconceptions, the impact of global tensions on trade flows, and where the biggest opportunities and risks may lie over the next few years.
S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment?
Investment Uncut
35 minutes 54 seconds
7 months ago
S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment?
In this episode, we speak with Jenny Harbord, Head of Real Assets at LCP to explore the UK affordable housing market and why institutional investors are increasingly drawn to this sector. For our Views from the Boardroom section, Jacob speaks to Sarah Smart (Chair at TPR) to talk about the challenges and opportunities facing the pension scheme industry.
Investment Uncut
Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, geopolitics, and changing investor sentiment. With so much flux, can commodities still serve as an effective diversifier in a global portfolio?
In this episode of investment uncut, we speak to Chris Watling, CEO and Chief Market Strategist at Longview Economics, to unpack where we are in the commodity cycle, whether talk of a new “supercycle” is justified, and how investors should approach commodities today. We discuss misconceptions, the impact of global tensions on trade flows, and where the biggest opportunities and risks may lie over the next few years.
