David Osman of IRF is joined by James Burdass, the Managing Partner at Commodity Intelligence to discuss the evolving role of commodities in a global multi-asset portfolio.

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In doing so, he assesses the importance for investors of the way that the global markets for many individual commodities are fracturing and becoming more fragmented with regional factors becoming more important. James says heightened geopolitical risk factors, a proliferation of US tariffs, distortions to international trade and disruptions to global supply chains have created a “New World Order” that is having a significant impact on the nature of investment in the commodity markets. He discusses what this means for investors in precious metals and the oil and gas markets, as well as some of the key base metals and soft commodities.

Commodity Intelligence LLP was established in 2008. James Burdass became the Managing Partner and owner of the business in 2024, having previously been the Chairman since 2021. James’s has a career that has spanned more than 25 years in commodities research, including 14 years on the buy side. 

Commodity Intelligence provides specialist advice on Global Commodity Markets and Equities. Their approach is based on the use of Artificial Intelligence to source information, predominantly from the internet, to identify key themes before traditional financial media.