Do Investors Need Commodities in Their Portfolios Again? | Portfolio Manager Views Podcast[

From TDAM Talks by TD Asset Management, TDAM, Ingrid Macintosh

July 16, 2026 · 33 min · Season 4 · Episode 13

About this episode

The episode discusses the current state of commodity markets and their role in investment portfolios amidst rising demand and supply constraints.

As demand for energy, metals and raw materials grows - driven by AI infrastructure, electrification, power grid expansion and reshoring—commodity markets are facing increasing supply constraints. Join Hussein Allidina, Humza Hussain and Adam Grinbergs as they discuss what's driving commodities today, where opportunities may exist, and how commodities can help support diversification and inflation protection in modern portfolios.

More episodes of TDAM Talks

Real Estate Yield is Back: What Investors May Be Missing | Minds and Markets Podcast · July 9, 2026 · 26 min

Explore listener stats, chart rankings, contacts and more on the TDAM Talks podcast page.