While nothing is certain, Monetary Policy 3 has the potential to lead to higher inflation than investors have become accustomed to. And because of this risk, we’ve been emphasizing the importance of inflation-sensitive assets, like commodities, for portfolios so that they’re diversified to a potential inflationary outcome. In this podcast, Senior Portfolio Strategist Jim Haskel sits down with Co-CIO for Sustainability Karen Karniol-Tambour to explore the importance of a diversified commodity allocation, some key secular trends affecting industrial commodity markets, and how to build a commodity allocation that is designed to meet the goals of investors that prioritize sustainability.

Recorded: March 17, 2021