Presented by
Nitesh Shah, WisdomTree
WisdomTree Market Outlook: The commodity renaissance
About this talk
In the year of the Tiger, commodities have gotten off to a roaring start. Even in 2021, commodities had outperformed most major asset classes. The drivers – elevated inflation, an infrastructure boom and an energy transition - are here to stay in 2022 and beyond. Recent geopolitical events underscore the importance of commodities in hedging against geopolitical shocks. With commodity markets geared to backwardation, we believe that we are in one of the best environments for commodity investing we have seen in a long time. Join Nitesh Shah, Head of Commodity and Macroeconomic Research as he dissects the drivers the commodity renaissance and gives his outlook on the asset class for this year.
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