Commodities

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monthly market snapshot
Monthly Market Review Multi-asset Institutional Program Fixed income Equity Commodities Market commentary Geopolitical Economic cycle Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — August 2024

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

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By

Brett Hinds

Jameson Dunn

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12 min
Article
2025-09-30
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Diversification Commodities Sustainability Sustainable Investing Program Sustainable investing Article
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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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Multiple authors

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7 min
Article
2025-08-31
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monthly market snapshot
Economic cycle Geopolitical Market commentary Institutional Program Commodities Equity Fixed income Monthly Market Review Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — July 2024

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

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By

Brett Hinds

Jameson Dunn

event
12 min
Article
2025-08-31
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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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Commodities Equity Fixed income Institutional Program Economic cycle Geopolitical Market commentary Quarterly Market Review Article
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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 monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event
17 min
Article
2026-07-31
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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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Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitical Market commentary Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

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

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By

Brett Hinds

Jameson Dunn

event
17 min
Whitepaper
2025-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — April 2024

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

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By

Brett Hinds

Jameson Dunn

event
20 min
Whitepaper
2025-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical 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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By

Brett Hinds

Jameson Dunn

event
19 min
Whitepaper
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — March 2024

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

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By

Brett Hinds

Jameson Dunn

event
20 min
Whitepaper
2025-04-30
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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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Asset allocation Interest rates Economic cycle iStrat Multi-asset Equity Fixed income Commodities Tactical allocation Quarterly Asset Allocation Outlook iStrat program Article
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Do fundamentals support a risk-on tilt?

Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities. 

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Multiple authors

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Article
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2024

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

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By

Brett Hinds

Jameson Dunn

event
Whitepaper
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2024

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

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By

Brett Hinds

Greg Galajda

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Whitepaper
2025-02-28
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Equity Fixed income Commodities Macro and market Quarterly Market Review 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.

Continue reading

By

Brett Hinds

Greg Galajda

event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Macro and market Monthly Market Review Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – December 2023

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

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By

Brett Hinds

Greg Galajda

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.
Mid Year Outlook Designs
Asset allocation Monetary policy Economic cycle iStrat program Tactical allocation Inflation Multi-asset Equity Fixed income Commodities Multi-Asset qualifier Article
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Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

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Multiple authors

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Article
2026-01-31
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Inflation Total return Economic cycle Commodities Materials Energy Outlook Article
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Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

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By

Nick Petrucelli

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Article
2024-12-31
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