commodities

Jim Wiederhold, Bloomberg's commodity indices product manager, reports that institutional investors are increasingly allocating to commodities in 2026 driven by resource security concerns, with commodities re-emerging as a formal strategic asset class. This shift reflects geopolitical supply chain consolidation and reshoring policies influencing allocation flows.

Gold and silver prices have declined over the past week, with analyst Steve Barton characterizing the pullback as a buying opportunity for precious metals miners. Price weakness in precious metals can create entry points for investors positioned for eventual recovery in commodity cycles.