Hussein Allidina

Hussein Allidina, Head of Commodities at TD Asset Management, shares his insights on the commodity market following a record year. He predicts we're at the start of a multi-year upcycle driven by global demand and underinvestment. Hussein explains why a 5-10% commodity allocation can shield against inflation, and discusses oil's potential dip before a strong rally. He also highlights natural gas's rising role in AI and emphasizes copper's tight supply dynamics. Plus, find out why gold is more about value than inflation, with a forecast suggesting prices could soar.