Commodities have had an incredibly strong run over the past 12 months, but is this temporary or the start of a commodities super-cycle?
Undoubtedly, sentiment has shifted positively to the sector as a whole and had been reflected in corresponding equity valuations. However, with a number of major trends influencing sentiment towards commodities markets, it is important to differentiate what might be transitory drivers and those likely to continue for at the least the next decade. Boom and bust: What impact has Covid-19 had on commodities cycle? Inflation: Transitory or structural? The US Federal Reserve has stated they expect inflationary pressures are transitory. In some ways, this may be true. In others, it loo...
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