commodities

Featured Story

Investors need to face up to commodity realities in the energy transition

Commodities are at the heart of the energy transition, impacting both the coming structural decline of fossil fuels and the demand for the new economy critical materials. But the reality is that many investors are reluctant to talk openly about commodities because of the negative perceptions of the sector.

Julian PoulterFebruary 6, 2024

Sustainability

BHP chief executive Mike Henry on the energy transition

BHP chief executive, Mike Henry, explores the growing role of mined commodities in the global energy transition. This fireside chat was hosted by Amanda White at the Australian Fiduciary Investors Symposium in June. Henry talks about the company's progress and the challenges of Scope 3 emissions.

Amanda WhiteJuly 20, 2022

Asset Allocation

‘Get the sensitivities right’: PGIM’s Parikh on allocating to real assets

Allocations to real assets by asset owners globally are increasing in light of the outlook for inflation, but the performance of the entire asset class won’t be linear nor will it be predictable, Harsh Parikh, a principal in the institutional advisory and solutions group at PGIM explains.

Matthew SmithSeptember 28, 2021

Sustainability Digital – March 2021

Bridgewater on the impact revolution

Integrating impact alongside risk and return is a revolution that will see more diversification among investor allocations to asset classes such as commodities. Elsewhere, it requires using multiple data sets to analyse stocks and sovereign bond allocations to see the real-world impact of a company’s product or services, and which governments are heading to net-zero. Bridgewater’s head of investment research Karen Karniol-Tambour explains.

Sarah RundellMarch 16, 2021

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Featured Story

Investors need to face up to commodity realities in the energy transition

Sustainability

BHP chief executive Mike Henry on the energy transition

Asset Allocation

‘Get the sensitivities right’: PGIM’s Parikh on allocating to real assets

Sustainability Digital – March 2021

Bridgewater on the impact revolution

Opinion

If the gold asset fits, wear it

Investor Profile

ABP considers smart beta benchmarks

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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