Picks & shovels and commodity diversifiers — 3 investment strategies from the studio
By Michael Considine
Published on April 24, 2026.
European stocks are expected to be down due to concerns about the U.S.-Iran ceasefire. This follows a negative session for Wall Street, but Taiwan's TAIEX outperformed, boosted by TSMC shares reaching a record high. UBS Wealth Management head Dominic Schnider suggested that the market is complacent and recommended increased exposure to commodities, arguing that a diversified commodity portfolio significantly reduces volatility. BRI Wealth Management CEO Dan Boardman-Weston also highlighted potential opportunities outside of the US for investors in the event of an end to the hostilities between the US.
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