Gold 
What is next for commodities?
From Giovanni Staunovo in 7/6 UBS.com
“Commodity prices have cooled, but the rationale for owning them remains intact. We believe broad commodity exposure can continue to enhance portfolio diversification, improve inflation sensitivity, and provide access to structural demand trends. We continue to favor a broad, actively managed allocation rather than relying on a single geopolitical or macro theme. Prices have eased, more…
