Amid the AI-driven rally, experts believe commodities have reasserted themselves as portfolio diversifiers, as demand combined with limited supply across the segment—alongside the rapid AI infrastructure buildout and electrification—are driving the broader commodity case.
However, precious metals are leading the pack, with gold up 92% and silver over 152% since the start of 2025, according to Rockefeller Global Investment Management strategist Doug Moglia. 'We think gold will trade above $5,500 per ounce into 2027 and reach $8,000 per ounce before 2030, with an overshoot potential to $10,000/oz,' he noted.
