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?

Marco Mencini
Listen on Spotify pill button
Listen on Apple Podcasts pill button
Listen on Google Podcasts pill button

If you are having trouble listening to the podcast, please click here.

Picture

Part of Generali Investments' platform

Picture

© Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Asset Management S.p.A. Società di gestione del risparmio and Generali Investments Luxembourg S.A. (hereinafter jointly, Generali Investments). Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Asset Management S.p.A. Società di gestione del risparmio and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR and Generali Real Estate S.p.A. Società di Gestione del Risparmio