Mixed Results, Clear Signals: Navigating Resource Equities In A Shifting Macro Landscape

2025-04-11 08:20:00 ET

Summary

• Despite outperforming broad U.S. equities, resource equities delivered mixed results in the first quarter of 2025.
• The uncertainty introduced by tariffs influences both global economic activity and commodity demand.
• Despite the macroeconomic pressures, several commodities remain strong.
• While commodity markets face considerable uncertainty, their resilience in the face of multiple headwinds is noteworthy.

Commodity markets face uncertainty from tariffs, global growth risks and geopolitics, but may show resilience. Tight supply and global stimulus support a constructive long-term outlook. ...

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