Commodities

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8 min
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Finding durable value amid shifting currents

Fixed Income Strategist Amar Reganti and Investment Director Marco Giordano explore how to approach bond investing in 2026. They see durable value for investors who can flexibly adjust to the shifting currents ahead.

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8 min
Article
2026-11-26
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Article
7 min
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Low tide, sharp eyes: What to pick up

Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.

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7 min
Article
2026-11-03
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Article
3 min
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Sustainable commodities: Rethinking investment strategies for a changing climate

As climate change and the energy transition reshape global markets, commodities are gaining renewed attention as inflation hedges and portfolio diversifiers. This article introduces a climate integration framework for evaluating commodity investments through both sustainability and financial lenses.

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3 min
Article
2026-11-30
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Article
18 min
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Monthly Market Review — October 2025

A monthly update on equity, fixed income, currency, and commodity markets.

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18 min
Article
2026-11-20
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Article
8 min
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Investing in 2026: prepare for inflationary growth

Macro Strategists John Butler and Eoin O'Callaghan share their annual macro outlook and discuss likely implications for markets and investors. They outline four potential scenarios graded by level of probability.

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8 min
Article
2026-11-15
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Article
15 min
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Constructive, selective, resilient

Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.

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15 min
Article
2026-11-30
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Article
11 min
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Can markets keep climbing the wall of worry?

Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.

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11 min
Article
2026-11-30
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Article
11 min
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Rational exuberance: Will the bulls keep running?

Tariffs, fiscal challenges, geopolitical turmoil — lately, nothing has seemed to get the market down. We consider how long the good times may last in our quarterly look at the equity, bond, and commodities markets.

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11 min
Article
2026-09-30
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Article
12 min
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Monthly Market Review — August 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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12 min
Article
2025-09-30
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Article
7 min
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Commodities and the energy transition: Symbiosis for the future

The global energy transition is driving demand for commodities. Our experts explain which ones will be needed most.

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7 min
Article
2025-08-31
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Article
12 min
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Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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12 min
Article
2025-08-31
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Article
17 min
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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17 min
Article
2026-07-31
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Whitepaper
17 min
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Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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17 min
Whitepaper
2025-07-31
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Whitepaper
20 min
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Monthly Market Snapshot — April 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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20 min
Whitepaper
2025-05-21
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Whitepaper
20 min
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Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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20 min
Whitepaper
2025-04-30
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Whitepaper
19 min
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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19 min
Whitepaper
2025-04-30
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Whitepaper
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Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2025-03-31
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Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2025-02-28
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Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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event
Whitepaper
2025-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Whitepaper
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Monthly Market Snapshot – December 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2025-01-31
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