Episode
House View Daily | Consider broad commodity exposure in portfolios
- Podcast
- UBS On-Air: House View
- Published
- Jul 3, 2026
- Duration seconds
- 572
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 3 June 2026.mp3
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Summary
Despite the recent decline in commodity prices, we believe fundamentals should provide support in the coming months. We also believe broad commodity exposure offers diversification, inflation hedging, and downside protection in a portfolio context.