Commodities are rarely exciting—and the price of copper, corn, or even oil doesn’t stir investors the way a tweet from Elon Musk does. Yet commodities sit at the crossroads of three of today’s biggest investment themes—rising inflation, a changing China, and the transition away from fossil fuels amid increased attention to climate change.
a year ago as commodities emerged from a decadelong bear market. It was a good call: The Bloomberg Commodity Index rose 27% in 2021, its best year in decades. Those three big trends are…
