Section
Commodities
650 posts
Broad Conviction in a Narrow Market
Brendan Ryan, CFA of Algorithmic Investment Models offers a disciplined read on a quarter defined by concentration risk, AI euphoria, and the quiet case for diversification.
Energy Beyond the Crisis: Seven Themes to Watch
by Jeff Scott Wyll, Senior Research Analyst & Ronald B. Silvestri, Senior Research Analyst, Neuberger Energy security, restocking…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
Strong fundamentals mask rising geopolitical risk
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: With…
The Changing Face of Emerging Markets, Technology & Commodities
Technology and commodities are reshaping one of the world's most misunderstood asset classes — and the implications for advisors and investors are significant.
The Electricity Tipping Point & the Next Energy Boom
by Lucas White, Portfolio Manager, GMO LLC Introduction Electricity demand is surging all over the world. To meet…
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold has always had a way of testing investors’ expectations.…
A Super El Niño Threatens Rolling Waves of Commodity-Driven Inflation
by Editorial Team, AdvisorAnalyst.com Schroders' David Rees and Sandeep Jaggi open with a framing distinct from a standard…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
Seeds of Opportunity: The Case for Agriculture Investments
LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)
by Lance Roberts, RIA The commodity supercycle thesis is everywhere right now. Bank of America’s Michael Hartnett, one…