A Strategic Update on Commodity Investing

Presented by

Michael Haigh, Global Head of Commodities, Société Générale & Vincent Denoiseux, Head of ETF Research & Solutions, Lyxor ETF.

About this talk

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.

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