James Carthew writes about the demand for commodities in Portfolio Adviser magazine:
“Between January 2023 and March 2025, we saw a steady sell-off in broadly-based commodities trusts. Then, in the wake of US President Donald Trump’s Liberation Day, almost all metals saw decent price gains over the second half of 2025. Low oil prices were helpful in easing production costs, but that tailwind is now a headwind.”
Read the article here