In this video, Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research EMEA, discusses his outlook for commodity markets in 2025. He recommends a selective commodities bias in 2025 given differentiation in fundamentals alongside the unusually wide distribution of Trump-induced policy shifts – energy (neutral-to-bearish), base metals (neutral-to-bullish), precious metals (bullish) and agriculture (neutral). Watch Ehsan's video for more insights.
Key point
- 00.18 - Commodities – stay selective, hedge Trump-induced tail risks
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