The Spotlight ǀ How high can commodities go?
In Short
Marco Mencini, Senior Portfolio Manager at Plenisfer Investments, discusses the energy transition, oil, and supply disruption.
Please be aware that the content of this podcast is only for professional investors in France, Italy, Germany and Spain.
LISTEN TO IT NOW! Here's what we covered during the interview:
0:27 - Commodities have skyrocketed this year, and energy prices are expected to remain elevated going into 2022. Are the global supply shocks that we’re seeing likely to ease or are we entering a new commodities super cycle?
2:40 - What can investors expect from policymakers when it comes to dealing with these global supply chain challenges and potentially sticky inflation?
4.01 - Where do you see investment opportunities arising from these supply shocks? And how are you managing the risks in your portfolio?
