Investors are facing a new set of financial market conditions. It’s being referred to as the The 3D Reset. Decarbonisation, deglobalisation and demographics will likely lead to higher inflation for longer, more active fiscal policy, a new world order challenging globalisation, a faster response to climate change and labour shortages driving technology investment.
In brief, investors are being asked to consider what they've done for the last ten years and think about doing the opposite.
In this podcast John Mensack chats w...
Investors are facing a new set of financial market conditions. It’s being referred to as the The 3D Reset. Decarbonisation, deglobalisation and demographics will likely lead to higher inflation for longer, more active fiscal policy, a new world order challenging globalisation, a faster response to climate change and labour shortages driving technology investment.
In brief, investors are being asked to consider what they've done for the last ten years and think about doing the opposite.
In this podcast John Mensack chats with fund managers Jim Luke and Malcolm Melville about the impact on commodities of the 3D reset.
RUNNING ORDER:
02:11 - Part one: dealing with waves of inflation
15:12 - Part two: the rise and fall of the petrodollar
23:32 - Part three: copper's importance to the climate transition
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