Investment Ideas – transition commodities

Taking a closer look at a new ETF from LGIM tracking a basket of commodities used in the energy transition

I cringe when I hear fund managers and investors talk about commodities as an aggregate asset class. My particular beef (pun not intended) is that commodities represent a huge spectrum of individual markets, many moving in mysterious and disconnected ways. Even when weighted by economic impact, investing in a basket of broad commodities strikes me as a …