Commodities

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

The Weekly Brief
  • 20 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...

Trending Forward: Metals & Mining
  • 20 Jul 2026

The evolution and future of softwareInvesting Insights from the Sustainable Equity Team

Q2 2026 repo update
  • 20 Jul 2026

The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.

Gold takes the diversification crown
  • 20 Jul 2026

Gold’s role in portfolios is evolving. Despite sharp volatility and questions over its safe-haven status, gold remains a powerful diversifier, supported by strong ETF, bar and coin demand, especial...

UBP Weekly View - Cooler inflation, hotter oil: markets rotate
  • 20 Jul 2026

US inflation surprised on the downside, tempering rate-hike expectations, whilst the renewal of hostilities in the Middle East sent oil prices surging.

Earnings season: momentum, breadth and risks
  • 20 Jul 2026

Weekly CIO views: Higher energy prices are causing pain for consumers, but also present investment opportunities.

The Evolving Nature of Equity Quality in the Age of AI
  • 17 Jul 2026

Investors must determine what the AI capital-spending surge means for long-term business durability. Quality investing has always been rooted in a simple idea: over time, shares of companies with r...

Ahead of the Curve: Monthly Bond Market Recap and Outlook – June 2026
  • 17 Jul 2026

Canadian bond markets extended their rally in June as oil prices declined amid perceived easing of geopolitical tensions in the Middle East and growing expectations that shipping activity through t...

Middle East Risks Back In Focus
  • 17 Jul 2026

Can oil prices stay calm as conflict resumes? Vaibhav Tandon explain.