<p>On this episode of <em>Research in Action</em>, Director of Research Matt Peron is joined by Research Analyst Chris O’Malley to discuss rising commodity prices. The Russia/Ukraine crisis has been a major driver of price spikes in recent months, but for some commodities, such as copper, structural dynamics could keep prices elevated for longer and drive revenue growth. Investors who are underweight the sector should take note.</p>

On this episode of Research in Action, Director of Research Matt Peron is joined by Research Analyst Chris O’Malley to discuss rising commodity prices. The Russia/Ukraine crisis has been a major driver of price spikes in recent months, but for some commodities, such as copper, structural dynamics could keep prices elevated for longer and drive revenue growth. Investors who are underweight the sector should take note.

Research in Action: The Commodities Comeback

Explore insights from Janus Henderson's investment teams and subject matter experts.

Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors.

We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.

Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.

Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

https://www.janushenderson.com/social/social-media-important-disclosures/

Glossary - https://www.janushenderson.com/social/glossary/

Business

News

Investing

Business News

Explore insights from Janus Henderson's investment teams and subject matter experts. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes. Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. https://www.janushenderson.com/social/social-media-important-disclosures/ Glossary - https://www.janushenderson.com/social/glossary/

Share Research in Action: The Commodities Comeback

Sign up to save your podcasts

Research in Action: The Commodities Comeback

Research in Action: The Commodities Comeback

More shows like Global Perspectives

Investing Insights

Exchanges

WSJ What’s News

Odd Lots

Eye On The Market

FT News Briefing

The Compound and Friends

Thoughts on the Market

The Journal.

All-In with Chamath, Jason, Sacks & Friedberg

Barron's Streetwise

The Memo by Howard Marks

Barron's Live

The Markets

Asset Allocator

Myron Scholes on Time