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WisdomTree Commodity Outlook – Cycles, China and the Energy Transition

WisdomTree Commodity Outlook – Cycles, China and the Energy Transition

Aired On

Oct / 11 / 2023
10:00 am - EDT
Nitesh Shah
WisdomTree Europe
  • Which commodities will do the best in the coming economic cycle?
  • Commodities are a late cycle performer. As we approach the end of central bank hiking cycles, we believe we are late into an economic cycle and it’s time for commodities to shine.
  • We expect cyclical commodities to start to outperform gold, but with heightened uncertainties, gold should remain a strong hedge asset.
  • We are starting to see encouraging signs of China’s piecemeal stimulus supporting its economy. Being the largest commodity consumer that bodes well for the asset class.
  • The energy transition continues to be a source of long-term strength for commodity markets. However, with policy makers wavering on their commitments, how can investors hedge their portfolios?

Join us as WisdomTree share their insights on the outlook for commodities.

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This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.

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