Commodities

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Inflation Volatility Geopolitical Commodities Industrials Quick Take
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Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

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Nick Petrucelli

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Quick Take
2024-03-31
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Commodities Energy Carbon emissions Inflation Volatility ESG Climate Event replay Tactical allocation Multi-Asset solutions iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Asia Pacific Investment Forum: The energy complex
What do the rapidly accelerating tensions in the energy and commodity complex mean for investors? Discover three expert insights from our 2022 Asia Investment Forum.
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Event replay
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Top of Mind Inflation Commodities Energy Article Strategic allocation Multi-Asset solutions Alternatives iStrat
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Is the commodities rally built to last?
Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.
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Adam Berger, CFA

David Chang, CFA

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Article
2023-08-31
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Digital transformation Inflation Tactical allocation Income Outlook Multi-Asset solutions Volatility Multi-asset Carbon emissions iStrat Active management Article Interest rates Energy Commodities Opportunities and risks
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Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
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Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article
2022-12-31
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Russia Commodities Geopolitical Article
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Russia/Ukraine and the commodity challenge
With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.
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By

Trevor Noren

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Article
2023-03-31
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