Michael Haigh, Global Head of Commodities, Société Générale & Vincent Denoiseux, Head of ETF Research & Solutions, Lyxor ETF.
Michael will look at current market conditions for commodities and discuss:
the drivers of the different commodity sectors; industrial metals, precious metals, energy and agriculture
the impact of the energy transition and reflationary environment on commodity market
before discussing if we are at the beginning of a commodities supercycle.
Vincent will draw a landscape of Commodity investing using indices and ETFs and provide a framework to compare the efficacy of various approaches.