Despite strong gains in 2026 so far, commodities have remained supported by constrained supply, resilient demand and long investment lead times, pointing to a cycle that seems to remain fundamentally intact.
In environments of geopolitical stress, diversification* is tested, and investors may need to think more wholistically about the assets included in their portfolio.
Think all commodity indexes are created equal? Index design choices made behind the scenes can lead to wildly different—and sometimes disappointing—investment outcomes. Here’s why we think a diversified approach may be a better bet.
