Commodities

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Commodities Energy Carbon emissions Inflation Volatility Asset allocation ESG Climate Event replay
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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.
Top of Mind Inflation Commodities Asset allocation Energy Article
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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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By

Adam Berger, CFA

David Chang, CFA

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Article
2023-08-31
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Outlook Volatility Inflation Income Active management Opportunities and risks Asset allocation Interest rates Digital transformation Carbon emissions Energy Multi-asset Commodities Article
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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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By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article
2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Geopolitical Russia Inflation Volatility Europe China Commodities Multi-asset Article
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Russia/Ukraine: Transformational, not transitory
Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.
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Multiple authors

event
Article
2022-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Russia Commodities Geopolitical Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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Climate Sustainability China Commodities Multi-asset ESG Sustainable investing Article
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Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
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By

Alan Hsu

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Article
2022-07-31
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Inflation Monetary policy Emerging markets Commodities Article Equity Fixed income
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EM inflation has arrived, but will it stick around?
Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice, and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.
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Multiple authors

event
Article
2022-07-29
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