Equiti Group Chief Market Strategist Noureldeen Al Hammoury says gold and energy hedges remain important because markets are underpricing the risk of a longer geopolitical inflation cycle. The message points to a more defensive portfolio stance, with renewed emphasis on commodities as protection against inflation persistence tied to geopolitical risks. No specific prices, forecasts, or policy changes were provided.
Equiti Group Chief Market Strategist Noureldeen Al Hammoury says gold and energy hedges remain important because markets are underpricing the risk of a longer geopolitical inflation cycle. The message points to a more defensive portfolio stance, with renewed emphasis on commodities as protection against inflation persistence tied to geopolitical risks. No specific prices, forecasts, or policy changes were provided.
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