Commodities Extend Rally As World Stocks Retreat In July

U.S. stocks continued their momentum with a solid +2.30% return, while world stocks pulled back -1.12% after their strong June performance. The commodity surge pushed this asset class to +4.73% year-to-date, representing a remarkable turnaround from the challenging April decline.

Seeking Alpha • Aug 5, 2025

GSG: Commodity Outlook Is Strong But High Oil Exposure Is A Risk

GSG's high liquidity and broad commodity access make it a solid portfolio diversifier, but energy sector risks warrant caution. Positive catalysts include bullish natural gas fundamentals, gold's inflation hedge potential, and the $500 billion Stargate AI infrastructure initiative driving demand for industrial metals. Livestock sector weight increases, supported by tight cattle supplies and strong consumer demand, further bolster GSG's diversified commodity exposure.

Seeking Alpha • Jan 23, 2025

GSG For 2025: Diversified Commodity Exposure

The commodities composite rose 12.50% in 2024, driven by a 58.14% gain in soft commodities, despite a strong dollar and higher interest rates. iShares S&P GSCI Commodity-Indexed Trust ETF, a diversified commodity ETF with significant energy exposure, increased 8.52% in 2024, outperforming the energy sector but underperforming the broader commodity composite. The case for higher commodity prices in 2025 includes persistent inflation, a growing global population, and a potential economic rebound in China, despite risks like a strong dollar and geopolitical turmoil.

Seeking Alpha • Jan 23, 2025

GSG: A New Commodity Supercycle May Be Upon Us

In this article, we assess the potential for commodities to outperform amid growing anticipation that the Federal Reserve (Fed) will begin to unwind monetary policy in September. We argue that commodities as a whole have never been this cheap compared to equities since the 1970s, and that we could be entering into a new commodity supercycle. For investors looking to build a more selective and concentrated exposure to commodities, we warn that this could be a risky endeavour. However, being selective is absolutely critical for alpha.

Seeking Alpha • Jul 30, 2024

Final Trades: Toast, Chevron, Chubb and GSG

Rich Saperstein shares his latest trade the Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Apr 11, 2024

GSG: A Good Commodity Play, But Better Performing Options Available

Commodities are showing signs of life as inflation picks up, making them attractive for investors looking for inflation plays. iShares S&P GSCI Commodity-Indexed Trust is an ETF that offers exposure to a broad range of commodities and can be a valuable addition to a diversified portfolio. GSG has a heavy allocation to energy commodities, which could make it sensitive to changes in energy prices, and it has underperformed other similar commodity funds.

Seeking Alpha • Mar 20, 2024

Final Trades: Leidos Holdings, CrowdStrike, Paccar and GSG

The Investment Committee share their top trades for the second half.

CNBC Television • Mar 18, 2024

Final Trades: Disney, GSG and Apple

'Halftime Report' Investment Committee Shannon Saccocia, Stephanie Link, Jim Lebenthal and Josh Brown give their top picks to watch for the second half.

CNBC Television • Feb 6, 2024

Time to Buy Commodity ETFs as "Super Squeeze" in the Cards?

HSBC's chief economist Paul Bloxham described global commodity markets as being in a "super squeeze," primarily driven by supply constraints, as quoted on CNBC.

Zacks Investment Research • Jan 26, 2024

3 ETFs Poised To Thrive If Rates Dip And The Dollar Weakens

The Federal Reserve might be done raising interest rates for a while. And some investors are looking for the best ETFs if that's the case.

Investors Business Daily • Dec 7, 2023