Schroders Commodities Quarterly Review and Outlook

Presented by

Malcolm Melville, Fund Manager and Dravasp Jhabvala, Fund Manager

About this talk

The recent commodities selloff: A realistic pause or a challenge to the structural bull case? The primary reason for the recent selloff in commodities has many culprits including rising interest rates, concerns about a rebound in China real estate, and a general “risk off” sentiment. The key question is how to interpret this selloff in a long-term context. Specifically, one needs to consider if this recent commodities weakness has already unwound, or even invalidated, the previous rally or whether there is still merit to the longer-term structural bull case in commodities. Join Schroders commodities fund managers Malcolm Melville and Dravasp Jhabvala as they discuss these effects across the oil and agricultural markets.

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