The commodities sector is closing in on a strong first half of 2025, with the Bloomberg Commodity Total Return Index up 7.8% so far in June. The rally puts the index on track for its best monthly performance since March 2022, when Russia’s invasion of Ukraine triggered a sharp spike in energy and crop prices. This time, another conflict—between Israel and Iran—has emerged as a key driver of market strength, particularly in the energy sector. Recent developments across the different commodities sectors highlight why a diversified approach to an often volatile asset class is the best approach. While the precious metal ... (full story)