#Podcast — 09.02.2022

Why we believe in an industrial metals supercycle

Edmund Shing, Global Chief Investment Officer

In this podcast, Edmund and Xavier discuss base and industrial metals.

  • Can the boom in base metals prices (aluminium, nickel, tin and copper) continue?
  • To what extent will the energy transition fuel the rising demand for industrial metals? Preferences for the long term?
  • If and when will mining companies worldwide respond to the increasing demand for these metals by investing in new mines and production facilities?
  • Should every kind of investor have an exposure to commodities? Some investment ideas?