From Mining.com
Commodities usually rally when central banks cut interest rates, bolstering the case for going long raw materials in the coming months, according to Invesco Ltd.
In months before and after the start of easing cycles, raw material prices typically have positive returns, according to Kathy Kriskey, senior commodities and alternatives strategist at the asset manager. Gains have been particularly large when a soft landing has been achieved, bolstering the case for holding the sector as part of a wider portfolio, she said.