NTree and Metal Digital CEO Timothy Harvey talks to Proactive London's Katie Pilbeam about their latest research revealing 150 European pension funds with a combined AUM of $213 billion reveals 83% believe that markets have entered a commodity super cycle.
As a result, many expect to go overweight in commodities such as precious and industrial metals over the next 12 months. The findings show that over the next 12 months, three quarters of pension funds expect to go overweight in their allocation to gold, whilst 59% expect to overweight silver.
In terms of industrial metals, Platinum Group Metals continue to be an area of interest for investors with 52% of pension fund expecting to go overweight in Platinum and 43% expecting to increase their allocation to palladium.
Base industrial metals are also starting to attract increasing interest with 44% of funds looking to increase their allocation to the nickel whilst 49% are also looking to overweight their exposure to copper.