Commodities

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

The week in markets
  • 14 hours ago

A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.

How Equity Income Can Cushion Inflation and Create Durable Returns
  • 14 hours ago

Fears of an inflation spike bolster the case for adding equity income exposure to allocations. Conflict in the Middle East has raised the specter of inflation again. As the energy price shock thre...

Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
  • 09 Apr 2026

Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...

Bond Voyage: Oil shocks without the drama
  • 09 Apr 2026

The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

Global Equity Pulse: A closer look at the energy sector
  • 09 Apr 2026

With oil prices and energy stocks at higher level, how can investors navigate a sector driven by geopolitics and volatility? This month’s Global Equity Pulse reveals why looking beyond commodity pr...

Inflation and higher rates: What they mean for infrastructure
  • 09 Apr 2026

ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing th...

Allocation Views: From Goldilocks to geopolitics—repositioning for an energy shock
  • 09 Apr 2026

In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.

Bond Bulletin: Repricing European front-end yields
  • 09 Apr 2026

The oil price shock has driven unprecedented moves in European rates since the start of the war in Iran. In the wake of the two-week ceasefire announced on 7 April 2026, this week’s Bond Bulletin e...

Corporate Credit Snapshot - April 2026
  • 09 Apr 2026

Global credit delivered negative returns in March, reflecting a period of spread widening on the back of the conflict in the Middle East and related concerns around oil prices.