Commodities in Focus

Presented by

Jim Rogers, Clive Hale, Chief Strategist, Albemarle Street Partners, and Tim Harvey, CEO, NTree International

About this talk

Jim Rogers and Clive Hale discuss 1. Factors affecting commodity markets including the war in Ukraine, the energy transition and the drive towards decarbonisation; 2. The rise of passive investing and background to the creation of the Rogers International Commodity Index; and 3. For biking enthusiasts, the best motorbike to ride around the world.

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NTree’s goal is to educate European investors on the investment opportunities in the Chinese and Commodities markets. As the Chinese economy continues to grow at breakneck pace and China remains at the forefront in innovation in high-tech sectors, the investment case for China is stronger than ever. Meanwhile, world market volatility further highlights the necessity for European investors to consider adding Commodities to their portfolios both for diversification, and for momentum. We believe that both phenomena are inextricably linked, and present unique opportunities to the discerning investor - we intend to support investors in uncovering those opportunities.