Portfolio update March 2022

Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes

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Portfolio update

I enjoyed Pierre Andurand’s recent interview on the Bloomberg Odd Lots podcast. One of his arguments was that even though the war in Ukraine might end, sanctions will remain in place until Putin is gone - or until Western European nations are confident that Russia will not invade another country. It might take years before the sanctions are removed.

So we’ll probably see a protracted period of higher energy and food pr…