Commodities Series Part i: The impending reflation & portfolio readiness

Should investors be aware of the possibility of rising inflation this year? What policy actions and other macro forces should investors consider and what clues are available from market expectations? Commodities typically play an integral role in protecting the real value of portfolios. In part i of this webinar series we will shed light on the following: •What could be the drivers of an uptick in inflation this year? •What strategies can investors employ to potentially hedge against inflation? After a challenging start to 2020, the commodities complex recovered well in the second half of the year and is entering 2021 with a lot of positive momentum. Across this series we take a look at the key themes that we believe are likely to drive the commodities markets in 2021. •A cyclical economic recovery – how will the manufacturing rebound impact commodities? •Structural recovery - will infrastructure investment add a further tailwind to commodities? •A focus on the environment – is the green energy transition accelerating? •La Niña – how can nature disrupt the agriculture complex? Other webinars in this series: + Part ii: A red sky at night, a commodity trader’s delight? + Part iii: Mind the (infrastructure) gap + Part iv: Commodities, environment & the accelerating green energy transition