Artwork for podcast Connections: Investment Matters
Research in Action: The Commodities Comeback
19th May 2022 • Connections: Investment Matters • Janus Henderson Investors
00:00:00 00:25:22

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On this episode of Research in Action, Director of Research Matt Peron is joined by Research Analyst Chris O’Malley to discuss rising commodity prices. The Russia/Ukraine crisis has been a major driver of price spikes in recent months, but for some commodities, such as copper, structural dynamics could keep prices elevated for longer and drive revenue growth. Investors who are underweight the sector should take note.

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