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Fidelity Answers: Is there a new investment case for commodities and industrials? episode artwork

EPISODE · Feb 26, 2026 · 35 MIN

Fidelity Answers: Is there a new investment case for commodities and industrials?

from Fidelity Answers: The Investment Podcast · host Fidelity International

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.See omnystudio.com/listener for privacy information.

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Fidelity Answers: Is there a new investment case for commodities and industrials?

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This episode is 35 minutes long.

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This episode was published on February 26, 2026.

What is this episode about?

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential...

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