• Commodities in Portfolio Construction with Hussein Allidina

  • Jul 2 2024
  • Length: 38 mins
  • Podcast

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Commodities in Portfolio Construction with Hussein Allidina

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  • Summary

  • In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especially as we enter a period of higher inflation and industrial restructuring? Our guest argues they are and outlines why: Hussein Allidina is Managing Director and head of commodities at Toronto Dominion Asset Management.

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Management Economics Personal Finance Politics & Government
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