Commodities

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

Emerging Market Debt Commentary: Q1 2026
  • 16 Apr 2026

Geopolitical tensions and surging energy prices weighed on Q1 EMD returns as heightened volatility amid Middle East strikes drove a reversal of earlier gains.

Pan African Resources: The golden goose?
  • 16 Apr 2026

Locally listed gold miner Pan African Resources has...

The energy test for European sectors
  • 16 Apr 2026

This article assesses how the energy shock may reshape European sectors, from energy and utilities to transport, banks and chemicals, under a prolonged...

Asia and the energy shock
  • 16 Apr 2026

This Asia and the energy shock analysis shows how oil and gas price spikes affect inflation, fiscal balances and vulnerable sectors across Asian economies.

Gold: a correction driven by positioning, not fundamentals
  • 16 Apr 2026

We investigate the main drivers of the recent gold movements and reassess the outlook for the precious metal.

Cross Asset Investment Strategy - April 2026
  • 16 Apr 2026

What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.

Discovering growth and return opportunities across the power sector: Unlocking scalable growth in power infrastructure
  • 16 Apr 2026

Explore the trends transforming global power systems and the infrastructure opportunities driving growth in the power sector.

Crisis conditions favor USD
  • 16 Apr 2026

Escalating war risks and energy shocks strengthen the US dollar as growth‑sensitive G10 currencies come under pressure.

Private Credit: The Link in the Capital Chain
  • 16 Apr 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...