Head of Commodities and Macroeconomic Research, WisdomTree Europe
Nitesh Shah is a seasoned financial professional with over 24 years of experience in research and investment strategy. As Head of Commodities & Macroeconomic Research at WisdomTree Europe, he leads market analysis and insights across asset classes, with a focus on commodities and exchange-traded products. Previously, he held roles at Moody’s, HSBC Investment Bank, The Pension Protection Fund, and Decision Economics, building expertise in market analysis and strategy. Nitesh earned a master’s degree in International Economics and Finance from Brandeis University and a bachelor's in Economics from the London School of Economics. His insights are frequently featured in financial media, and he is a sought-after speaker at industry events. He also hosts the ‘Commodity Exchange’ podcast, where he discusses trends shaping global markets. Passionate about guiding investors, Nitesh provides actionable insights to help them navigate complex financial landscapes.
Gold has regained a firmer footing after its earlier rally largely unwound, bringing prices closer to the level projected by WisdomTree’s gold price model. Christopher Gannatti and Nitesh Shah examine demand trends and market assumptions shaping the model’s 12-month outlook.
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Gold has weathered rising real yields and tighter monetary policy as its exceptional Q1 2026 valuation premium has largely unwound. Chris Gannatti and Nitesh Shah examine why Fed policy, energy markets, official-sector demand and fiscal pressures could shape gold’s next phase.
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Rate-hike fears are fading, ETP inflows are returning and the dollar is weakening again, three tailwinds converging for gold. Christopher Gannatti and Nitesh Shah examine what’s driving the shift in sentiment and how capital-efficient strategies like the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN), the WisdomTree Efficient Gold Plus Equities Strategy Fund (GDE) and the WisdomTree Efficient Gold Plus TIPS Strategy Fund (GDT) let investors add gold exposure without selling down existing holdings.
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Gold swung from its biggest monthly gain since 1999 to its sharpest drop since 2013—all within Q1 2026. Christopher Gannatti and Nitesh Shah argue this volatility reflects liquidity-driven selling, not weakening fundamentals, and signals a transition toward a higher long-term price range.
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A single geopolitical flashpoint is disrupting up to one-fifth of global LNG supply, with effects rippling far beyond energy markets. Christopher Gannatti and Nitesh Shah explain how the Iran conflict is cascading through metals, fertilizers and supply chains—making the case for broader commodity exposure beyond oil and gas.
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Gold has remained surprisingly subdued amid the escalating Iran conflict, as short-term pressures from a stronger U.S. dollar, rising yields and liquidity-driven selling offset historically supportive geopolitical dynamics. Against this backdrop, Christopher Gannatti and Nitesh Shah argue that this pattern is consistent with past “down-then-up” episodes and suggest the current consolidation may represent a compelling opportunity to add exposure through WisdomTree gold strategies.
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