Commodities

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

The Sustainability Trends Report 2026
  • 17 Sep 2026

The 10th annual edition of our flagship report explores how the energy shocks from tragic conflicts and climate impacts have made the case for the energy transition impossible to ignore.

AI in Focus: Natural Gas and Nuclear Energy to Power the Future
  • 17 Sep 2026

This edition of AI in Focus puts energy in the spotlight.

FOMC Statement: September 2026
  • 17 Sep 2026

Following the Fed's announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

Global Markets Overview: September 2026
  • 17 Sep 2026

Discovering how bond yields are moving higher amid shifting policy signals and volatile oil prices.

APAC Quarterly: Japan's inflation problem
  • 17 Sep 2026

Japan’s inflation remains sticky, with labour shortages and higher commodity prices likely to keep cost pressures elevated. Meanwhile, surging JGB yields are increasing local portfolio risks. Gold...

Range-bound FX markets
  • 17 Sep 2026

Range-bound FX markets held through August, but rising energy prices, policy shocks, and shifting growth expectations are creating new opportunities and risks across currencies.

The crack in the oil story: unpacking inflation persistence
  • 16 Sep 2026

Energy inflation is no longer just a crude oil story. Crude oil prices have been volatile and elevated since the onset of the Middle East conflict, raising concerns that higher oil prices could kee...

Energy Addition Within the Transition
  • 16 Sep 2026

The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framewor...

September 2026 Investor Update | Platinum International Fund
  • 16 Sep 2026