Long-term structural shifts in technology, energy security and regional supply chains are prompting investors to broaden their allocations across copper, critical minerals and agricultural assets in the second half (H2) of 2026.
.png&c=1&h=194&q=100&v=20263912&w=344)
Tag : commodities
Rapid expansion in solar energy, AI infrastructure and data centres is sharpening the investment case for the white metals.
.png&c=1&h=194&q=100&v=20263912&w=344)
Despite short-term volatility and elevated interest rates, central bank buying and geopolitical uncertainties are driving Asian investors to reinforce their positions in gold for the rest of the year.
.png&c=1&h=194&q=100&v=20263912&w=344)
By targeting copper, steel and rare earths, the single family office positions its portfolio at the foundation of the digital supply chain while maintaining a disciplined filter against more volatile sectors like lithium.
Despite soaring spot prices and supply fears, the disruption to supplies of helium -- a key material in semiconductor production -- may be cushioned by high inventories, recycling efficiency, and diversified sourcing.
Regional funds are maintaining exposure to gold, silver and platinum while pivoting toward copper, lithium and rare earths as strategic bets.
Institutional investors are reallocating billions toward commodities that power the energy transition and serve as modern safe havens.
As gold continues its record-breaking rally in 2024, amid global tensions and monetary policy shifts, market experts weigh in on whether the precious metal's 30% surge will extend further.
More family offices in the region join the rush to gold to hedge their portfolios against market uncertainties both at home and abroad.
As we enter the second half of 2024, investors are closely monitoring the commodities market, scrutinising the potential impact of various geopolitical events and economic trends globally.
Gold has been reaching new highs lately, driven by the market's anticipation of a potentially dovish shift in Federal Reserve policy. Which direction is the precious metal heading in the next few months? Experts give their takes.
Commodities and more aggressive alternative strategies are among the options being explored as institutional investors look to counter potential threat.
