Can we expect a new commodities supercycle and how to position for it? 
Spreker: Michel SaldenHead of Commodities 

Inflation seems to have “carte blanche” for the time being – at least according to Jay Powell who said the Fed would not adjust its monetary policy even as the economy gathers pace. Ultra-stimulative monetary policies are here to stay and combined with a strong global rebound could mean that commodities are likely to be in high demand as inflationary hedges. A decade of underinvestment and ESG leading to higher project costs mean that new production capacity cannot match the acceleration in commodity demand. A new commodity supercycle is looming. 

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