Investments managed

Insights by Ben Ross

Opportunities in the era of scarcity

December 2023 | 25 mins

The world is transitioning from an era of commodity abundance to one of undersupply. We believe this shift may result in significant returns for commodities and resource producers over the next decade.

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.