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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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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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