Greg Sharenow of PIMCO provides a timely overview of how commodities have performed amid recent geopolitical stress, emphasizing their role as portfolio stabilizers and inflation hedges.
-
Oil markets spiked temporarily in June due to Middle East tensions, but stabilized quickly as conflict de-escalated; PIMCO expects a reversion toward the $60s range given OPEC spare capacity and U.S. shale flexibility.
-
Gold and industrial metals show sustained strength, supported by central bank buying and investor interest in inflation protection.
-
Commodities continue to exhibit low correlations with equities and fixed income, reinforcing their value as diversification tools.
Consider how your current asset mix might benefit from strategic real asset exposure—read the full report for deeper allocation insights.
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
