Deep Dive: Green transition will shape future of commodities

Geopolitical risks

Daniele Antonucci, chief economist and macro strategist at Quintet Private Bank, dives into ESG commodities.

Commodity prices are unlikely to fall soon, especially given geopolitical risks, but the long-term future of this volatile asset class will be shaped by the green transition. 2021 saw commodities retake centre stage, with strong price gains across oil and industrial metals as economies reopened.  Commodity prices are unlikely to fall in the first part of 2022. Rather, there are some upside risks in the near term, though they may ease as we move past peak growth.  Investors considering commodities may find them to be useful inflation hedges, but it remains a volatile asset class. Impor...