Cuatro alicientes para invertir ahora en la "carrera de relevos" de las materias primas
Las dudas actuales en la renta variable y en la deuda invitan a desviar la mirada hacia las commodities, el mercado que más rentabilidad ha deparado a sus inversores en lo que va de año y protagonista en 2026 de una auténtica "carrera de relevos" en sus subidas. Leer
Four catalysts are guiding investors to now focus on the raw materials race in 2026. WisdomTree analysts emphasize that commodities have outperformed other investment options so far this year, and are poised to star in a relay race of rising prices. Despite concerns over debt, commodities present a compelling alternative for diversification.
The recent surge in oil prices due to the conflict with Iran has handed the torch to the energy sector. Meanwhile, metals are gaining ground as infrastructure for AI and defense spending encounter limited supply. Agriculture is set to take the lead with the return of the El Niño phenomenon, which could boost agricultural commodities.
This series of bullish moves in commodities has made them the star market of 2026. Bank of America's data shows a 61.8% revaluation of commodities since the start of the year, nearly five times the growth of both US and European equities. Beyond their performance, commodities offer broad market depth, encompassing more than just oil and gold.
UBS analysts argue that a diversified exposure to commodities could provide additional sources of returns. The report highlights four reasons why now could be a good time to increase allocations to commodities: diversification, recent gold price gains, energy as a diversification option in a rising inflation context, and potential long-term benefits from higher oil demand driven by artificial intelligence.
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