Chinese ‘Year of the Dragon’ may breathe fire back into commodity markets: Commodity outlook

Commodities had been under pressure in the past year, but we believe there are several reasons to be cautiously optimistic about the asset class in 2024 – the Chinese ‘Year of the Dragon’.

The key drivers of negative commodity performance in the past year were:

  • Rising interest rates in many developed countries

  • China’s economy stalling under the pressure of a real estate blow up

  • Sentiment around the energy transition losing momentum

We believe all three will reverse course this year.

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Historical performance is not an indication of future results and any investments may go down in value.


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