Commodities

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

POWER, PROPERTY, AND CREDIT: A CROSS ASSET VIEW ON DATA CENTERS
  • 16 hours ago

PGIM experts examine how today’s data center build out is being financed and where the most compelling opportunities are emerging.

Iran conflict brings oil supply risk into sharp focus
  • 16 hours ago

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.

UBP House View - March 2026
  • 16 hours ago

As a new global order takes shape and regime-change dynamics heighten geopolitical risks, gold remains a strategic allocation amid rising Middle East tensions, while disciplined risk management hel...

How data centers (and energy) are impacting AI risk
  • 16 hours ago

Effective AI governance incorporates material elements of data center risk and resilience, ensuring sites can withstand operating costs, energy constraints and downtime exposures.

Bond Voyage: Markets repricing as Gulf conflict threatens energy shock
  • 16 hours ago

The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.

Infrastructure takeaways from the UK Spring Statement
  • 16 hours ago

ClearBridge Investments: Rising energy-related inflation risks underscore the importance of UK energy security and the attractiveness of regulated infrastructure businesses with revenues linked to...

Record supply amid Iran turmoil shows weight of demand for bonds
  • 16 hours ago

Despite the oil price hanging on every word from the White House and volatility in everything from equities to government bonds, we saw a record day for US corporate bond supply on Tuesday led by a...

What Middle East Conflict Could Mean for the Global Economy
  • 11 Mar 2026

The size and duration of the oil-price shock are key variables in determining the ultimate impact.  The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...

Energy infrastructure credit: A natural extension of private credit for U.S. P&C insurers
  • 11 Mar 2026

Energy infrastructure credit applies proven private credit discipline to essential assets, offering U.S. P&C insurers shorter-dura...