Four incentives for investing now in the commodities relay race
Current doubts in equities and debt invite investors to turn their attention to commodities, the market that has provided the highest returns to its investors so far this year and expected to be the protagonist of a real relay race in its increases in 2026.
Commodity markets have been the top performers in 2026, with a 61.8% return since January, according to Bank of America. Analysts from WisdomTree and UBS note that various commodities have taken turns leading the market gains, with gold and silver surging in January, followed by oil due to the Iran conflict, and now agricultural products amid the El Niño phenomenon.
UBS recommends diversifying investment portfolios by adding broad exposure to commodities, citing four reasons why the current moment may be favorable for increasing positions in this market. The Swiss firm suggests reallocating some of the recent gains from gold and oil to a broader range of commodities.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.