The white paper, "Commodities and Sustainable Investing: A New Approach," presents a reconsideration of commodities in the context of the "3D Reset" era. Examining post-Covid reopening and geopolitical shifts, central banks are expected to prioritize inflation control. The paper advocates for a structural increase in commodity allocations, given disrupted supply chains and expectations of heightened inflation. A quantitative framework assesses commodities' impacts across their lifecycle, offering a comprehensive evaluation of sustainability beyond carbon emissions.
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