Stephane André, Co-founder and Portfolio Manager discusses the dramatic rotation into commodities since late 2025 and the key market forces shaping the sector in 2026. Stephane shares insights on the impact of tariffs, geopolitical tensions in the Middle East, inflation concerns, and US dollar movements on commodity markets, while outlining Alphinity’s current positioning across resources. He also discusses opportunities in copper and lithium, the preference for BHP over Rio Tinto, and the investment case for Mineral Resources and BlueScope Steel amid an evolving global backdrop.
Stephane Andre
Co-Chief Executive Officer, Portfolio Manager
Australian Webcast: Commodities Outlook – Top picks in a volatile environment
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