Explore Every Angle

AI-driven demand, supply chain constraints, and resource security concerns may be enhancing the strategic importance of commodities for long-term investors.

The first quarter was marred by reduced expectations for Fed rate cuts, higher Japanese government bond yields, and the Iran war.

Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.

Emerging Market debt had a volatile first quarter, as an initially supportive macro environment was rocked by an oil-driven geopolitical shock.

This month, we discuss disruptive trends in U.S. Electrification, Cybersecurity, U.S. Infrastructure, Hydrogen, Semiconductors, and E-commerce.