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Finding value in today's commodity cycle
Macroeconomic forces and commodity-specific drivers have combined to fuel a strong commodity upcycle over the past year, shining a light on traditional value-oriented sectors like energy and materials. We believe that the current environment provides an opportunity for active managers to outperform based on selecting companies with the strongest combination of valuation, fundamentals and earnings momentum.
Authors
Boston Partners
In the view of Robeco’s sister company, Boston Partners, healthy companies that exercise capital discipline and do not rely on peak-cycle prices for profitability are best positioned to generate large amounts of free cash flow and benefit from the windfalls of higher commodity prices.
In this article, Boston Partners takes a look at the push and pull dynamics affecting today’s commodities markets and how they’re creating opportunities for value investors.
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