Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
In a HALO backdrop, hard-asset and global-investment-cycle themes – such as commodities, infrastructure, electrification, defense, and EM – could gain traction.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Our latest actively managed ETF offers exposure to traditional commodities but may also consider off-benchmark assets like bitcoin, platinum, and uranium.
