- 地政学的イベントはコモディティ市場の重要な推進要因である。
- エネルギーセクターの動向は、短期的な供給と長期的な移行の両方を反映している。
- 投資家は、マクロリスクを分散型ポートフォリオ戦略に組み込む
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