Commodity Talk| Equities, bonds... and commodities? Why investors may need a third pillar for diversification, Navneet Damani decodes

Once seen largely as a cyclical trading opportunity or an inflation hedge, commodities are increasingly finding a place in long-term portfolio allocation. From gold's role as a hedge against currency and geopolitical risks to copper's structural demand story driven by electrification, AI and data centres, the investment case is evolving.