Investments managed

Insights by Ben Ross

Commodities’ redemption

April 2022 | 17 mins

Commodities have delivered historically strong performance, providing inflation hedging, diversification and compelling returns, with the potential to contribute meaningfully to a real assets allocation.

Commodities recovery poised to continue

June 2021 | 11 mins

After a decade-long bear market, commodities are showing signs of life. We see further upside potential despite significant repricing from pandemic lows, driven by a supportive macro backdrop, attractive fundamentals and growing investor demand for inflation-sensitive assets.

Three strategies for building inflation-resilient portfolios

April 2021 | 1 min

Extraordinary policy measures may be tilting inflation risks to the upside, reinforcing the need for diversifying assets that tend to respond well to unexpected inflation.