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

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.

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Fidelity Answers: Is there a new investment case for commodities and industrials? is an episode from For Investment Professionals Only by Fidelity International.

This episode is 35:43 long.

This episode was published on Feb 26, 2026.

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