Commodities

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

Power, protests and the future of investor influence
  • 25 Mar 2026

Explore the evolving ESG landscape, where shareholder power is shrinking in the US but growing in South Korea. Discover the future of investor influence.

The Proof Is in the Proxy: Connecting Governance to Returns
  • 25 Mar 2026

Our research shows a link between governance and stock returns. Investors have long suspected that companies with poor corporate governance may be more prone to mismanagement and weak returns. Our...

Pricing the shock: Oil, volatility and portfolio resilience
  • 25 Mar 2026

ClearBridge Investments believes the most constructive outcome for energy equities is a quicker resolution to the Middle East conflict, as energy stocks typically perform better when prices stabili...

The Urgent Case for Electrical Grid Modernization
  • 25 Mar 2026

In an era of multipolar competition, energy is vital to security. The U.S. grid faces rising demand, policy distortions, and declining dispatchable capacity.

Iain Stealey
  • 24 Mar 2026

Iain Stealey, CFA, managing director, is the International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group.

Wild moves in the oil price
  • 24 Mar 2026

The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

Prudent Swiss central bank focuses on the franc amid uncertainty
  • 24 Mar 2026

With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.

Credit outlook: Halo, is it me you're looking for?
  • 24 Mar 2026

AI shocks and energy turmoil are reshaping credit. Discover why HALO assets offer resilience and where risks are rising now.

Global Fixed Income Views 2Q 2026
  • 24 Mar 2026

Against the backdrop of a geopolitical and energy market shock, we significantly reduce the probability of economic expansion (still marginally our base case) and increase the likelihood of contrac...