How Commodities Went from Ignored to Unmissable
It offers a manager's view on two questions allocators keep returning to: how gold behaves when rates are rising, and what central bank demand has done to that market. The segment on access routes is directly relevant to anyone sizing or implementing commodity exposure in client portfolios.
Summary
By the etfs deskBob Minter of Aberdeen Investments speaks with Sumit Roy at the ETF Oasis at Future Proof about a volatile year in commodities, framed in the title as a shift from ignored to unmissable. The conversation covers oil reaching $100, precious metals swinging on geopolitical headlines, and why gold has held up in a rising rate environment. It also addresses how central bank buying has changed the gold market, why silver's fundamentals differ from gold, and ways investors can access commodities.
- Commodities are described as having had a volatile year, with oil reaching $100 and precious metals moving on geopolitical headlines.
- Minter discusses why gold is holding up in a rising rate environment.
- Central bank buying has changed the gold market, according to the discussion.
- The conversation covers why silver's fundamentals differ from gold and the ways investors can access commodities.
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