The world has shifted from an era of abundance to one of scarcity (with Covid playing a large role). Cohen & Steers Head of Commodities Ben Ross and Global Infrastructure Portfolio Manager Tyler Rosenlicht recently spoke about why we believe that commodities and natural resource companies stand to benefit.
Session
Watch the session to learn how…
- Supply has been constrained in part by a higher cost of capital and will persist for a while
- The long-term decarbonization trend should be bullish for commodities across many sectors, including base metals, precious metals, softs, and even (in the intermediate term) energy
- Commodities have been a top-performing asset class over the past 18 months, and we believe (based on fundamentals and valuations) that they still have room to run
Panelists:
- Tyler Rosenlicht, Portfolio Manager, Global Infrastructure
- Ben Ross, Head of Commodities
- Moderator: Michelle Butler, Senior Portfolio Specialist
← Real assets and alternative income in a changing landscape overview
INSIGHTS
Michelle Butler
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