Commodities and Their Place in the Transition Pathway

With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors. While commodity investing has been known to be an excellent inflation hedge, can this asset class also align with the objectives of investors concerned about their environmental and social footprint? On this episode of Disruptive Forces, Anu Rajakumar speaks with Hakan Kaya and Sarah Peasey, Head of Commodities and Head of European ESG Investing respectively, to gain a better understanding of the economic reality of commodity investing, how the transition framework might look like as well as the policy developments that can enable the pathways of responsible investing in commodities.