Since the mid-March/April coronavirus pandemic market meltdown, broad basket commodities (precious and industrial metals, energy, agriculture) have enjoyed a strong recovery alongside other reflationary asset beneficiaries like equities. Robert (Bob) Minter, Head of Investment Strategy at Aberdeen Standard Investments, shares his outlook on how the second act for commodities plays as we face some near-term headwinds such as U.S. government impasse over further pandemic spending and a renewed upswing of COVID-19 positive cases.
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