IE Conjecture podcast: Discussing Commodities

InvestmentEurope’s latest Conjecture on commodities is now available on-demand.

 The discussion covered topics such as hard vs soft commodities given ongoing interest in returns from areas such a agriculture and water; and the different collective investment approaches to the asset class – including mutual funds vs physical etfs vs other types of exchange traded products.

Currency, the correlation between commodities and other assets, and the long-term future of commodity investing were also discussed by panelists Johnson Imode of S&P Capital IQ Equity Research,  George Cheveley of Investec Asset Management, and David Donora of Threadneedle Investments.

To listen in to the debate click HERE.


InvestmentEurope Conjecture is your opportunity to take part in debates on a number of investment topics – Conjecture programmes are live webcasts, but can be reviewed on-demand at any time.



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