Bank of America predicts commodities will be the top trade in 2026 due to factors like inflation and economic policies. Commodities have already seen strong returns this year and are a key part of the AI trade. The Vanguard Commodity Strategy Fund is up 17% year-to-date, outperforming the S&P 500. The appeal of commodities over bonds is growing, and globalization breakdown and inflation are contributing factors. Gold, up 60% this year, is viewed as a safe haven and an inflation hedge. Investors are advised to consider commodities as a strong investment choice for the upcoming year.

Read more at Yahoo Finance: Bank of America says this corner of the market is the best ‘run-it-hot’ trade for investors in 2026