A World Under Construction

By Christopher Gannatti, CFA Key Takeaways The global economy is undergoing an unprecedented wave of industrial and infrastructure expansion, driving relentless demand for commodities across energy, metals and agriculture. Structural shifts in trade policy, energy security and supply chains are reshaping commodity markets, with governments actively shaping demand through industrial policy and investment incentives.

ETF Trends • Mar 29, 2025

Foreign Stocks, Commodities Lead Major Asset Classes This Year

Global equities ex-US are the leaders, along with a broad measure of commodities, based on a set of ETFs through Friday's close. Vanguard FTSE Developed Markets ETF has rallied 7.2% so far this year.

Seeking Alpha • Feb 24, 2025

Emerging Markets Stocks Tied With U.S. Equities Year To Date

Exclude China and broadly defined EM stocks are posting substantially softer results, based on a set of ETFs through Friday's close. US shares are effectively neck and next with EM so far in 2024.

Seeking Alpha • Oct 7, 2024

GCC: Nothing Enhanced About This Commodity ETF

Commodities are often sought as an inflation hedge and portfolio diversifier by investors. The WisdomTree Enhanced Commodity Strategy Fund ETF claims to deliver superior performance by utilizing WisdomTree's macroeconomic forecasts to generate commodity sector weights. Unfortunately, the GCC ETF has grossly underperformed passive ETFs like the Invesco DB Commodity Index Tracking Fund ETF.

Seeking Alpha • Sep 26, 2023

U.S. REITs Led Last Week's Broad-Based Rallies In Global Markets

Nearly all major asset classes experienced gains in the week through June 2, except for commodities, which saw a fractional decline. Vanguard Real Estate Index Fund rose 3.4% last week, marking its first weekly increase in over a month.

Seeking Alpha • Jun 5, 2023

GCC: Attractive Fees, Underwhelming Performance

GCC: Attractive Fees, Underwhelming Performance.

Seeking Alpha • Apr 26, 2023

U.S. REITs Rebound, But Bearish Trend Still Weighs On Sector

U.S. REITs Rebound, But Bearish Trend Still Weighs On Sector.

Seeking Alpha • Apr 24, 2023

VettaFi Voices On: The 2023 Outlook for Commodities

Commodities ran hot in 2022, and despite a more muted second half, fared well in a tough year that saw both stocks and bonds falter.

ETF Trends • Feb 24, 2023

Not Sure Which Commodity to Choose? Try This ETF

Investors haven't quite ditched the inflation and rising interest rate fears. The sentiments that racked the markets in 2022 are reappearing, which makes an inflation hedge like commodities imperative for a portfolio.

ETF Trends • Feb 24, 2023

Eyeing an Inflation Hedge? Try Commodities in GCC

Finding the right inflation commodities strategy has been one of the key challenges in investing this year, much as it was back in the 1970s.

ETF Trends • Dec 22, 2022