Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk about the significance of accessing three key commodity-focused sectors and asset classes in the context of today's global "low-carbon" ambitions.

The biggest challenge for investors in 2022 is reconciling the need for diversification, largely in allocating more portfolio exposure to commodities and hard assets, with the fact that many of these sectors and asset classes are not aligned with responsible investing.

In this episode we explore the much-debated commodities that are expected to play a significant role in defining energy, consumption, industrial production - sectors and asset classes that could benefit from inflation, while offering exposure to the longer-term trends in renewable energy and carbon emission reduction.

We get into the nuts and bolts of how investors can more effectively align themselves with inflation using commodity-focused thematic strategies focused on the potential long term drivers of return in Uranium, Lithium, Carbon and Carbon Credits.