SustainAbility: Did something just crack?

For investors, this year has been a one-way ticket up for commodities, and a one-way ticket down for everything else. Markets have repriced key commodities such as oil, gas, wheat and copper to reflect the exit of Russia, the world's second largest commodity producer, as a supplier to many countries that have implemented sanctions following its invasion of Ukraine. Commodities are also seen to be a beneficiary of inflation and have been bought by investors for this reason too. At least superficially, neither of these factors appear to have changed recently, so why has the Bloomberg c...