Investors chasing a rally in Nigerian and global equities in the second half of 2026 may also need to consider the commodity market.
Gold, copper, and aluminium are emerging as some of the strongest investment opportunities for the second half of the year as escalating geopolitical tensions, supply disruptions, and structural demand from the global energy transition reshape commodity markets.
CardinalStone Research, in its 2026 Mid-Year Asset Allocation Guide, recommends increasing exposure to commodities and real assets as traditional equity markets grapple with stretched valuations, election risks, and slowing global growth.
While CardinalStone still expects Nigerian equities to deliver a 24.9 percent return in the second half, it argues that industrial and precious metals offer superior portfolio diversification and could generate stronger risk-adjusted returns because their fundamental drivers remain intact despite recent price corrections.
“Given the elevated global uncertainty, we remain positive on alternative assets,” the investment firm said, highlighting
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