# Top of the Morning: Commodities - From investment rationale to portfolio reality

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-commodities-from-investment-rationale-to-portfolio-reality
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-commodities-from-investment-rationale-to-portfolio-reality.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-23T20:31:24+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260715 - Top of the Morning_Commodities.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260715 - Top of the Morning_Commodities.mp3
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Duration seconds: 837

## Resource

As investor interest in commodities has reached a multi-year high, Asset Allocation Strategist, Ian Spencer, joins to review commodity basics, evaluates various investment rationales for adding commodities to a portfolio, explores portfolio construction considerations including allocation size and funding approaches, and summarizes investment recommendations. Host: Daniel Cassidy

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## Transcript

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