Commodities

Source intel on energy, metals, and raw materials markets – plus more

Now More than Ever: The Case for Global Bonds
  • 21 hours ago

Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...

Weekly market insights: AI, inflation, and the Fed's next move
  • 14 Jul 2026

AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.

Chart of the Month: July 2026
  • 14 Jul 2026

In the middle of the dollar smile: What could a falling oil price mean for the US dollar?

Positive structural case for EM won’t collapse under a few Fed hikes
  • 14 Jul 2026

EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...

Measuring Liquid Commodities through Changing Markets
  • 14 Jul 2026

How does a commodity index track liquid futures while seeking to address inflation and volatility in global markets? Look inside the DJCI 3 Month Forward – Quarterly Reweight, a rules-based index t...

The Weekly Brief
  • 13 Jul 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

The Rise and Rise of Private Debt for Insurance Investors
  • 13 Jul 2026

Private debt keeps gaining ground in insurance portfolios for many reasons. Private debt is increasingly valued for how it can help insurers operationally and strategically: support liability match...

Green bonds: aligning mission and returns
  • 13 Jul 2026

Green bonds are no longer solely a sustainability story. They are becoming a way to access themes such as energy security, infrastructure modernisation, building efficiency and the global transitio...

Muzinich Weekly Market Comment: Animal spirits
  • 13 Jul 2026

Despite renewed geopolitical tensions and higher energy prices, investors have remained remarkably resilient. With markets looking through near-term risks and focusing instead on resilient growth,...