A commodity cycle like no other: How climate policy alters this asset class

Presented by

Jim Luke, Fund Manager and Malcolm Melville, Fund Manager, Schroders

About this talk

The abundance of global liquidity has boosted most asset classes to lofty levels. Certain commodities, however, are exhibiting behaviors that cannot be attributed solely to central bank largesse or pandemic-related issues. There is another persistent force at play. Hear fund managers Jim Luke and Malcolm Melville discuss how climate change policy is disrupting the typical supply and demand dynamics for select commodities – to the benefit of investors – and learn why we are still in the early stages of this trend.
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Schroders is a world-class asset manager with a unique 215-year family-ownership history and a pioneering investment philosophy. Through a global network of over 30 offices we aim to help both retail and institutional investors solve for a range of outcomes with excellence in traditional equity and fixed income, sustainability & ESG, as well as distinctive illiquid investments such as private equity, private debt, real estate, and infrastructure.