The dollar-commodity correlation remains negative 89% of the time on a one-year rolling basis. The BCOM index is a broad-based commodity index representing 24 agricultural, energy and metals products.
In 2025, gold and silver drove commodity returns. Looking ahead, structural supply dynamics, geopolitical developments, and global demand trends remain key factors influencing commodity markets.
Tailwinds for the commodities asset class persisted through the third quarter and there is renewed interest from a broad base of market participants looking for not only diversification but also an ...