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UBS Says a Major Commodity Upcycle Is Taking Shape

One day after veteran commodities strategist Jeff Currie told investors to "get long and buckle up" for the next leg of the commodities rally, UBS strategist Sagar Khandelwal issued a similarly bullish call, urging clients to "position for a commodity upcycle." Khandelwal said electrification, surging power demand, artificial-intelligence…

  • Commodity strategist Sagar Khandelwal predicts a major upcycle in commodities
  • Gold, energy, industrial metals, and agriculture recommended for diversified exposure

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