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The Commodity Exchange
The Commodity Exchange: Agricultural Commodities with Aneeka Gupta
Aug 29, 2023
Aneeka Gupta, Director, Macroeconomic Research at WisdomTree, joins Mobeen to discuss agricultural commodities. They explore why people invest in this asset class, the impact of El Nino and La Nina on agriculture, the low correlations of agricultural commodities, and the intersection of agricultural commodities with the world of energy.
36:13
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Quick takeaways
- Adding agricultural commodities to a portfolio offers diversification benefits due to their lower correlation with other asset classes, while understanding the uniqueness of different agricultural sectors is crucial for investors in this asset class.
- The ongoing Russia-Ukraine war has had significant implications for agricultural commodities, particularly wheat and corn, introducing uncertainty and creating both challenges and investment opportunities for those willing to navigate the shifting landscape.
Deep dives
Investing in Agricultural Commodities
Agricultural commodities have traditionally been accessed by institutional investors for hedging or investment opportunities. However, with the availability of ETFs and futures markets, individual investors can now easily access agricultural commodities. Adding agricultural commodities to a portfolio offers diversification benefits due to their lower correlation with other asset classes. In today's uncertain climate with extreme weather events and geopolitical tensions, investors are realizing the importance of allocating to agricultural commodities. The interplay between weather patterns, such as El Nino and La Nina, can significantly impact different agricultural commodities, leading to price variations. Understanding the uniqueness of different agricultural sectors, like grains, soft commodities, and livestock, is crucial for investors in this asset class.
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