Chart of the Week | March 07, 2022
Opportunistic Soft Commodities Drive Alpha YTD
- Amid the uncertainty of the Russia-Ukraine war in eastern Europe weighing on equity returns, strategic investment opportunities remain, aligning with our Market Outlook for 2022.
- Wheat demand and supply dynamics continue to diverge as the wheat supply outlook worsens with war ravaging Ukraine, one of the largest wheat producers in Europe.
- Other commodities remain poised to continue relative outperformance including other grains such as corn and soybean and fertilizers/agrichemical companies.