Commodities

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

Alternatives in a new world order
  • 07 Sep 2026

Five themes reshaping alternative assets — from AI infrastructure and private credit to energy security. Download the Nuveen nPOWE...

The week in markets: The price of resilience
  • 04 Sep 2026

Investors spent the week grappling with the price of resilience, as robust growth and rising energy costs complicated the outlook for inflation and interest rates, pushing bond yields to multi-year...

Asset Management Market Flash: Christopher Waller provides Kevin Warsh with a way out, giving markets a fresh opportunity
  • 04 Sep 2026

• Kevin Warsh’s “hawkish” stance in the face of persistent inflation and US economic resilience led to a rise in interest rates, weighing on risky assets.• In the eurozone, August inflation rose to...

The portfolio case for energy transition infrastructure
  • 03 Sep 2026

Landfill methane: cutting emissions, capturing value
  • 01 Sep 2026

Silver, AI and next-generation demand
  • 01 Sep 2026

Asset Management Market Flash: Riding High, but walking on the Tightrope
  • 28 Aug 2026

• The lull in tensions over Iranian oil driven by Strait of Hormuz negotiations is overshadowed by the resumption of the trade war waged by Washington against Canada and China.• Economic activity i...

Can AI make essential minerals greener? Rethinking rare earths for the energy transition
  • 28 Aug 2026

Discover how AI is transforming critical minerals and rare earth production, from smarter mining exploration and recycling to new materials for the energy transition.

The big picture: Leaders, laggards and the rotation in between
  • 27 Aug 2026

Leadership doesn't stand still. Yesterday’s winners may feel like tomorrow’s leaders, but this quilt shows how quickly top performers can fall from favor. As seen here, commodities went from one of...