Partner Insight: Navigating new opportunities in commodities

A unique investment opportunity is in the making as we move from the coal and oil-centred story of the last century to the renewable, clean energy chapter of the future. Watch the discussion to learn more.

Sarka Halas

15 February 2024 • 1 min read

We are already seeing shifting demand patterns, emerging trends and challenges that will shape the demand for critical metals and other commodities. So are investors ready to capitalise on the opportunity?

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Partner Insight: Digging into the investment case for copper

Copper prices have risen sharply in recent months, but a combination of geopolitical and broader macroeconomic themes have left the near-term pricing outlook uncertain. At the same time, structural demand remains robust and supply is increasingly challenged. James Richards and Oliver Hextall discuss their conviction in the long-term investment case for copper, and emphasise the importance of remaining selective.

James Richards and Oliver Hextal - Co-Portfolio Managers, Fidelity Transition Materials Fund

07 October 2026 • 4 min read