Are we experiencing a commodity supercycle? | Video podcast
As the world is tiptoeing its way out of the coronavirus pandemic, the consequent surge in the price of energy, metals and crops is highlighting the strengths of some economies and the vulnerabilities of others.
Rising commodity prices have strategists asking if resurgent demand for raw materials and insufficient supply will create a new commodities supercycle.
On the agenda:
- Why a commodity supercycle is different to regular price swings
- Supply & Demand of commodities
- Cost curves
- Investment implications
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.