大宗商品分析师-硬资产轮动带来的提振

8 February 2026 | 11:32AM EST Commodities Research COMMODITY ANALYST c45a43530f604d12bcb9a82b5aa6b9f6 n Following a strong and volatile start for commodities in 2026, we analyze the price impact of active investors positioning (because, historically, index investors have had little, if any, impact on prices). How would sustained investor diversification into hard assets in an uncertain world affect commodity prices? n Large Boosts. Investor diversification flows can drive large short-run price boosts becaus ...