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Using Commodity-Centric ETFs as Crude Oil, Agriculture Rally on Macro Risks

6 min24 juli 2026

Aberdeen Investments' Robert Minter discusses how geopolitical tensions in the Middle East and Black Sea region are pushing energy and agricultural commodity prices higher. He explains how supply chain pressures, U.S.-China competition, and rising inflation risks are supporting commodities, while highlighting broad-based commodity ETFs such as BCD and BCI as potential portfolio diversifiers.


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