Join Global X ETFs’ Trevor Yates, Investment Analyst; Kenny Zhu, Research Analyst; and Madeline Ruid, Research Analyst, for a discussion on the investment case for commodities.
Global X ETFs is a leading asset management firm dedicated to delivering unexplored and intelligent solutions to investors. Through the firm’s suite of ETFs, ETF model portfolios, and institutional solutions, the firm manages $800 billion assets globally, including approximately $115 billion in ETFs.
WEBCAST – Energy & Critical Minerals: Diversification in an Age of Uncertainty
The recent series of geopolitical shocks are exposing the concentration of global energy and critical mineral supply chains. At the same time, years of underinvestment and long project development timelines are colliding with growing demand for energy, electrification, nuclear power, grid expansion, and AI infrastructure. While resource-rich countries with diversified energy systems have historically proven more resilient, much of the world remains dependent on a small number of producers and refiners. In Global X’s view, these dynamics have important implications for commodity investing.
This webinar will cover:
- How energy supply shocks have historically affected equity markets, and why the energy sector may represent a significant underweight position in portfolios today relative to historical norms
- Why supply deficits across copper, uranium, silver, and lithium are becoming more structural than cyclical, and what that means for the investment case in each market
- The role of geographic concentration in critical mineral refining as a source of ongoing supply chain risk
Accepted for 1 CFP / IWI / CFA CE Credit
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