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. Speaking to our host Paul Chapman on this episode is Hussein Allidina, Managing Director and Head of Commodities at Toronto Dominion Asset Management.