Commodities: An Inflation Hedge for All Seasons?

As we see the effects of inflation taking place globally, investors may be wondering what their next move is in asset allocation. However, the inflationary environment we’re seeing today is unlike what we have seen in forty years. So to no surprise, commodities investments have become top of mind to many investors as it’s considered a traditional inflation hedge. But does that thinking apply to all inflationary environments? And what are the ESG implications behind commodities investing today? In the next episode of Disruptive Forces, Hakan Kaya, Senior Portfolio Manager for commodities strategies, and Joe McDonnell, Head of EMEA Portfolio Solutions, speak with Anu Rajakumar to share their views on how to make asset allocation decisions using commodities, what else to consider within that decision-making, as well as supply and demand dynamics over the 12-month horizon.