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Investors need to keep five main investment themes in mind for the medium to long term: monetary policy, fiscal policy, de-carbonization, restrictive capital policies, and de-globalization, said Robert Minter, director of investment strategy for ETFs at Aberdeen Standard Investments.
Commodities are the best way to ensure that all these themes are met, Minter told David Lin, anchor for Kitco News.
0:00 – Inflation
6:58 – 5 main investment themes
10:57 – Investment implications
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