
In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss why investors should reconsider commodities. Why are most investors still underexposed to commodities?Will the commodity supercycle continue?How are energy-importing regions investing to become more self-sufficient in energy?Main reasons for investing in this spaceRisks to this themeHosted on Ausha. See ausha.co/privacy-policy for more information.
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Our Investment Strategy for September 2026

Le retour des préoccupations budgétaires et politiques en France

French budget and political concerns return

Why should the Yen rebound?
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