Commodities in the age of the 3D reset

The Investor Download

Investors are facing a new set of financial market conditions. It’s being referred to as the The 3D Reset. Decarbonisation, deglobalisation and demographics will likely lead to higher inflation for longer, more active fiscal policy, a new world order challenging globalisation, a faster response to climate change and labour shortages driving technology investment.

In brief, investors are being asked to consider what they've done for the last ten years and think about doing the opposite.

In this podcast John Mensack chats with fund managers Jim Luke and Malcolm Melville about the impact on commodities of the 3D reset.

RUNNING ORDER:

02:11 - Part one: dealing with waves of inflation

15:12 - Part two: the rise and fall of the petrodollar

23:32 - Part three: copper's importance to the climate transition

NEW EPISODES:

The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.

GET IN TOUCH:

mailto: [e-mail]

find us on Facebook

send us a tweet: @Schroders using #investordownload

READ MORE:

Schroders.com/insights

LISTEN TO MORE:

schroders.com/theinvestordownload

Important information.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.