Commodities

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

Hiring a Systematic Bond Manager? Seven Questions for Candidates
  • 05 Aug 2026

Systematic bond investing needs specialist skills and resources. Has your manager got what it takes? Investors are warming to systematic processes in bond markets. In this new approach, a dynamic m...

Prospects for geothermal energy are heating up
  • 05 Aug 2026

Geothermal’s potential as a resilient low-carbon energy system.

DIVERSIFICATION IN THE AI ERA
  • 05 Aug 2026

It is no exaggeration that artificial intelligence (AI) is dominating investment discourse today, with debate raging over whether we really are on the precipice of a revolution that will power the...

AI Demand Remains Intact as Focus Shifts to Infrastructure Capacity
  • 05 Aug 2026

[External Link] Katsunori Ogawa, Chief Portfolio Manager for Sakigake High Alpha at SuMi TRUST AM, shared his views with WealthBriefing on the long-term outlook for AI investment, highlighting that...

Fixed Income Insights
  • 04 Aug 2026

Global credit: From energy price shocks to supply risk

The Weekly Brief
  • 03 Aug 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...

Heat – the new supply shock
  • 03 Aug 2026

El Niño is turning heat into a new supply shock, with the main investment implications in agriculture, water infrastructure and grid resilience as higher temperatures pressure food output, water lo...

Cross Asset Investment Strategy - July 2026
  • 31 Jul 2026

Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.

Why the Price of Gasoline Has Deviated from Crude Oil
  • 31 Jul 2026

AGF Investments analyst Pulkit Sabharwal discusses the relationship between the price of crude oil and gasoline at the pump for consumers.