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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