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Commodities into 2026

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    Commodities into 2026

    Hi there is a school of thought that says that a new Fed , falling inflation and Trump could cause US interest rates to fall. This may drop the USD and could drive commodities higher (loads of coulds and mays I know). How would you approach a potential commodity price rebound (via ETFs) ? Since Gold has already rallied, the Oil price is dysfunctional, is there ETF for base commodities such as grains, coffee , not gold precious metals etc that may allow one to follow this type of trend? which commodities would be good for consideration in this situation? Frank

    Answer

    Hi Frank,

    There are two ASX-traded ETFs that come to mind:

    • Global X Bloomberg Commodity Complex ETF (BCOM) which tracks a wide basket of commodities — including energy, agriculture, industrial metals, precious metals, softs and livestock.
    • BetaShares Global Agriculture Companies ETF (FOOD) which holds shares of global agricultural and food commodity related companies — including processors, farm input producers and crop handlers.

    Assuming we see a weaker $US as you are thinking, although rate cuts are already being priced into credit markets, both of these theoretically should perform but if you were to put us on the  spot we would probably opt for the FOOD ETF over the coming year.

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    BetaShares Global Agricultural ETF (FOOD)
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