Commodities

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

Energy security in focus: how today’s crisis is reshaping the energy transition
  • 20 May 2026

From oil‑supply shocks to grid bottlenecks, energy is back at the heart of geopolitics. In a world where nearly 80% of primary energy still comes from fossil fuels, recent conflicts and supply disr...

Scale matters: navigating EM oil credit in volatile markets
  • 20 May 2026

EMD report Q2 2026

NAV Loans: Flexibility for Private Equity When Holding Periods Extend
  • 20 May 2026

NAV loans are being used earlier and more intentionally. For private equity firms, capital flexibility is prized today. Merger-and-acquisition (M&A) activity has cooled, while commodity prices and...

The Digital Economy Is Built on Real Assets
  • 20 May 2026

Artificial intelligence and the digital economy are driving unprecedented demand for electricity...

Tackling the Energy Cost of Scaling AI Memory
  • 20 May 2026

As AI models grow larger, energy use is becoming a major constraint. New hardware designs that rethink computation may offer a path to lower power consumption.

Ahead of the Curve: Monthly Bond Market Recap and Outlook – April 2026
  • 19 May 2026

Canadian bond markets halted their advance in March, following a surge in near-term inflation expectations driven by rising energy prices amid heightened tensions in the Middle East and concerns ar...

Global Webcast: 1Q26 Global Reporting Season & reflections on the technology sector
  • 19 May 2026

Global Portfolio Manager Trent Masters and Client Portfolio Manager Elfreda Jonker reflect on the first quarter 2026 global reporting season, highlighting standout earnings trends and sector driver...

April European ETF Flows
  • 19 May 2026

European ETFs gathered US$45bn in April as risk appetite returned. Explore the latest ETF Snapshot for flows across equities, fixed income, commodities, emerging markets, clean energy and AAA-rated...

Why We Invested in Siete Foods – Defining Moments
  • 19 May 2026

A committed, innovative founder group developing high-quality products in a fast-growing market segment, and a lead co-investor with the resources and sector experience needed to help accelerate an...