Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for January 2026.
2025 was an excellent year for commodity-related investments. Indeed, precious metals generated huge returns over the year, while strategic industrial metals, such as copper, also posted record gains. This momentum in raw materials has continued into 2026, even though global oil prices have been sliding on the back of increased OPEC+ production.
With gold up 60%+ and silver up 130%+ in 2025, is there any potential left for 2026?
Should investors continue to buy exposure to physical copper, and to copper producers?
What other industrial metals offer good investment potential this year?
Is the rotation in leadership away from technology-growth stocks towards Value stocks sustainable over the next few months?
What other stock-market segments are benefitting from this rotation out of large-cap technology?
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