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Video – Commodity Super Cycle; Myth?

Christopher Hall speaks with Kris Walesby, Head of ANZ ETFS, about the current market and addresses the questions investors are asking. 

Commodity Super Cycle:

  • How important are commodities to a portfolio and what is a reasonable percentage allocation within a portfolio?
  • Recently commodities have been rising, can we tell if this is the next super cycle, what indicators do we look for?

Ahead of the Inflation curve:

  • With inflation expectations rising, how can investors positions portfolios to profit from this trend?
  • What should we buy?
  • How do we get and manage this exposure?

ETFs Flows:

  • What can we learn when looking at investor trends across ETFs? 

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