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Commodities
Firm
Author
Type
Securing the Oil and Gas Resources of the Future
BCG
Rebecca Fitz
Research
12 Pages
Rethinking Diversification: Bonds, Commodities and Trend in the Current Market Regime
Aspect Capital
Research
10 Pages
A “super El Niño” Threatens Waves of Commodity-Driven Inflation Into 2027
Schroders
David Rees, Sandeep Jaggi
Article
1 Pages
Commodities, Real Assets and the Return of the Physical Economy
AllianceBernstein
Inigo Fraser Jenkins, Robertas Stancikas
Research
32 Pages
The return of history: gold, the dollar, and the monetary future
Deutsche Bank
Mallika Sachdeva, Michael Hsueh
Research
18 Pages
How Fast Can Gulf Production Recover After Reopening?
Goldman Sachs
Research
11 Pages
Understanding the rise and recent fall in gold prices
Apollo
Torsten Slok
Research
26 Pages
An Index of Commodity Futures Returns Since 1871
Research
22 Pages
What’s the best way to think about oil & gas shocks by country during the Iran war?
J.P. Morgan Asset Management
Michael Cembalest
Article
3 Pages
Hormuz Disruption May Impact Global Agriculture Prices
Goldman Sachs
Lina Thomas, Daan Struyven
Research
11 Pages
A crude awakening
Carlyle
Jeff Currie, James Gutman
Research
8 Pages
The Boost From the Hard Assets Rotation
Goldman Sachs
Research
22 Pages
Copper in the Age of AI: Challenges of Electrification
S&P Global
Daniel Yergin
Research
116 Pages
Golden Fears
Man Group
Henry Neville
Research
29 Pages
2026 Outlook: Ride the Power Race and Supply Waves
Goldman Sachs
Research
18 Pages
The Future of Oil to 2050
Morningstar
Research
40 Pages
Gold Outlook 2026 : Push ahead or pull back
World Gold Council
Research
12 Pages
Gold: Bugs, Bears and Myths
Man Group
Research
13 Pages
Bitcoin vs. Gold: The Future of Central Bank Reserves by 2030
Deutsche Bank
Marion Laboure, Camilla Siazon
Research
18 Pages
Worth Its Weight
D.E. Shaw & Co.
Research
10 Pages
Gold $5,000?
Research Affiliates
Campbell Harvey
Research
11 Pages
Battery Metals Watch: The End of the Beginning
Goldman Sachs
Research
21 Pages
Public Natural Resource Equities
Meketa
Research
15 Pages
Putin’s Invasion Reminds Us That We Live in a Finite World
GMO
Jeremy Grantham
Research
4 Pages
Gold As A Strategic Allocation
Meketa
Alison Adams
Research
16 Pages
Meketa on Natural Resources
Meketa
Adam Toczylowski
Research
23 Pages
An Investment Only a Mother Could Love: The Case for Natural Resource Equities
GMO
Lucas White, Jeremy Grantham
Research
12 Pages
Facts and Fantasies about Commodity Futures Ten Years Later
Geetesh Bhardwaj
Research
30 Pages
Pairs Trading with Commodities
Quantpedia
Robert Bianchi, Michael Drew
Research
2 Pages
Copper Inventories Rising
Tom McClellan
Research
1 Pages
Gold Fundamentals: Still Positive
Boeckh Investment
Research
14 Pages