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UBS sees opportunities in commodities beyond oil, including copper, agricultural products, and gold, believing they offer returns and inflation protection.
UBS believes copper will benefit from AI infrastructure and electrification development; wheat and corn are rising due to a strong El Niño phenomenon that could trigger supply tightness; gold continues to be supported by central bank purchases and reserve diversification. UBS favors diversified, actively managed commodity portfolios.
Source：X@DeItaone · Source Link
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