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Commodities Inflation Energy The Wellington Week Macro and market Materials Industrials Article
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Commodities: Entering a scarcity-pricing regime

Is copper the oil of the energy transition? Here, we provide a view of this important commodity’s future, captured in four charts.

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By

Trevor Noren

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8 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1413013963
Inflation Total return Economic cycle Commodities Materials Energy Outlook Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1415217205
Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article
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A lesson in climate resilience: Why China’s recent heat wave wasn’t worse
See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.
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By

Santiago Millán, CFA

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Article
2023-09-30
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