The Spotlight ǀ How high can commodities go?

In breve

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, tutti i diritti riservati. Questo sito web è fornito da Generali Investments ed è considerato come una comunicazione di marketing e una promozione finanziaria riferita ai prodotti e servizi delle società elencate di seguito, appartenenti al Gruppo Generali: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. e Generali Investments Holding S.p.A. (nel prosieguo, congiuntamente indicate come Generali Investments). Inoltre, il sito può contenere comunicazioni di marketing e promozioni finanziarie di prodotti e servizi di società appartenenti alla piattaforma coordinata da Generali Investments Partners S.p.A. Società di gestione del risparmio, nello specifico di Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments e Generali Real Estate S.p.A. Società di Gestione del Risparmio