Commodities

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

Can Value Stocks Offer Resilience to AI Disruption?
  • 14 May 2026

Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...

Five Timely Opportunities in Today’s High-Yield Market
  • 14 May 2026

As market conditions shift, opportunities stand out.  With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...

Bond Bulletin: Asia oil – running on reserves
  • 14 May 2026

With restricted oil flow in the Strait of Hormuz, global inventories depleting and US exports unable to fully replace Middle Eastern flows, Asia faces mounting risks to its energy supply. In this w...

EM equities have room to run on earnings, tech and fiscal su...
  • 13 May 2026

This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.

Emerging Market Debt: Resilience in a more volatile world
  • 13 May 2026

Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.

Powering the path to decarbonisation
  • 12 May 2026

As the global drive towards a cleaner energy future accelerates, technologies that enable reliable and scalable decarbonisation ar...

How emerging markets are unlocking value in the energy transition
  • 12 May 2026

Emerging markets are driving energy storage growth—discover the hidden winners powering the global energy transition.

Emerging-Market Debt: The Next Frontier for AI Disruption?
  • 12 May 2026

The rise of artificial intelligence could redefine leaders and laggards in emerging markets. Artificial intelligence (AI) leadership is no longer a developed-market monopoly. Emerging markets (EM)...

The Weekly Brief
  • 11 May 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...