The disruption caused by global lockdowns in 2020 has created plenty of volatility and opportunity in many sectors – and the commodities space is no exception.
The asset class is very broad and there are areas that have suffered more than others, while some have also benefitted from the disruption. Oil has been the big loser in 2020, due to an unprecedented fall in demand as a result of coronavirus hitting at the same time as a price war. Capital Economics predicts global oil demand will peak around 2030 The energy sector has borne the brunt of the pandemic so far as people stopped driving, airplanes were grounded and industry halted. On the flipside, gold - and precious metals, more generally - shone through during the crisis as i...
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