UBS Strategist Calls for Positioning Ahead of Major Commodity Upcycle
Source Summary
UBS strategist Sagar Khandelwal urged clients to position for a sustained commodity upcycle, citing electrification, rising power demand, artificial-intelligence infrastructure spending, persistent supply constraints, and years of underinvestment as converging factors. The call echoes a similarly bullish commodities outlook from veteran strategist Jeff Currie, who advised investors to "get long and buckle up" for the next leg of the rally.
Why it matters
Major financial institutions' bullish commodity outlooks signal potential shifts in asset allocation and investment positioning across markets.
