Commodities

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

FT Adviser Vodcast Episode 3 is: The ‘Barbarous Relic’ of Gold
  • 30 Jul 2026

FT Adviser Vodcast Episode 3 is: The ‘Barbarous Relic’ of Gold

Bond Bulletin: Cracking under pressure
  • 30 Jul 2026

This week's Bond Bulletin explores how renewed geopolitical tensions in the Middle East are reshaping the oil complex, why the price at the pump has decoupled from the price of crude, and what it a...

Insurance Midyear Outlook: Finding Value in Tight Markets
  • 29 Jul 2026

A multifaceted perspective is critical for a full understanding of opportunity and risk.   At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...

The Fed waits out a cloudy picture
  • 29 Jul 2026

See why the Fed held rates steady amid oil price volatility and a softening labor market. Get Nuveen’s take on infrastructure, pre...

FOMC Statement: July 2026
  • 29 Jul 2026

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

Global Investment Views - August 2026
  • 28 Jul 2026

This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.

The Hormuz conflict
  • 28 Jul 2026

Iran-US tensions may persist through a cycle of escalation and negotiation, supporting energy prices, bond yields and the US dollar while keeping central banks cautious.

Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets
  • 28 Jul 2026

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

International Small Cap Equity Commentary
  • 28 Jul 2026

Polen Capital's International Small Cap Equity Portfolio returned +14.97% (net) in Q2 2026, outperforming the MSCI ACWI ex-US Small Cap Index (+9.62%) by over 500 basis points. Top contributors inc...