为何说现在轮到大宗商品大放异彩了
该资产类别今年迄今已上涨17%
Add BT as a preferred source
本文由AI辅助翻译
大约一个月前伊朗冲突爆发以来，风险资产的波动性尽显无遗。自战争开始以来，全球股市剧烈波动了6%，而即期布伦特原油（现货价格）的交易价格曾高达每桶约141美元，是自2008年金融危机以来的最高水平。
目前，在战争结束前景尚不明朗的情况下，跨地区、跨资产类别的对冲作为一种战术性投资方法，再次受到追捧。
大宗商品应运而生，今年迄今已上涨了17%。虽然投资者大多关注油价，将其视为战争未来走向的风向标，但我们认为，更广泛的大宗商品资产类别是一种重要的通胀和地缘政治对冲工具。
Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.
Share with us your feedback on BT's products and services
TRENDING NOW
Middle East-linked energy supply shocks put Asean Power Grid back in focus
JLL Singapore cuts over 20 jobs or 1% of workforce; Knight Frank Singapore also lays off staff
How China’s young workers are securing their future even as AI disrupts job market, triggers pay cuts
DBS CEO Tan Su Shan strikes upbeat tone on deposits, wealth growth after strong Q1
