All topics
Monthly chart pack: Geopolitics and commodity markets
On oil, rare earths, gold, and more
We bring you essential data points from global asset managers and institutions covering the dynamics of geopolitics and commodity markets. Download the chart pack here.
RELATED CONTENT
Long-Term Asset Class Forecasts: Q1 2026 (State Street Investment Management)
| 31 Mar 2026SS IM's longer-term asset class forecasts are forward-looking estimates of total return and risk premia, generated through a combined assessment of…
Raw Power: China Locks-In Global Dominance of Critical Minerals and Metals with $120bn Outbound Investment Surge (Climate Energy Finance)
| 31 Mar 2026China’s ‘going global’ strategy to secure value chains in zero-emissions industries is also boosting its partner economies, with lessons for…
Trade-Related Illicit Financial Flows in the Middle East and North Africa (2013–2022) (Global Financial Integrity)
| 31 Mar 2026MENA is indispensable to global trade but the region is also associated with conditions in which trade-related illicit financial flows (IFFs) can…
Sheltering From Oil Shocks (IEA)
| 31 Mar 2026In this report, the IEA details 10 demand-side options open to households, businesses and governments to shelter themselves from today’s oil shock…
Can Emerging Markets Adapt to the Changing Face of Globalization? (International Banker)
| 31 Mar 2026For EMs, the U.S. push to deglobalize is worrying. If there is one thing we have learnt about globalization over the past six decades, it is that…