Since the early beginnings of civilization, commodities, such as grains, metals and coffee among others, have been a vital part of global commerce. Today, however, we are seeing a number of factors on the rise that could impact the commodities market. While ESG topics remain an important part of global citizenship, are they a boon or a threat to commodity markets? And how will commodities be impacted as we move forward into the “new normal” of a post-COVID economy? On this episode of Disruptive Forces, Hakan Kaya, Senior Portfolio Manager for commodities strategies, joins Anu Rajakumar to discuss what makes this asset class particularly interesting from an asset allocation perspective, how it may fare in an inflationary environment and more.
