Rare earths, oil markets, and the U.S. midterms

How will the U.S. midterms affect the commodities cycle?

Ahead of the U.S. midterms, high oil prices and the data center build-out are crucial issues. Timely content from industry thought leaders, including Nuveen, Robeco, and PIMCO, explore opportunities in commodities amid surging demand.

Fuel Metal Jacket: Commodities and Data Centre Power (TD Asset Management)

AI data centers are emerging as a meaningful source of commodity demand. Which commodities are most directly exposed?

U.S. Midterm Elections: Fiscal Gridlock on the Horizon? (Amundi)

Markets increasingly price a Democratic sweep, but policy risks remain.

Emerging Markets: Center of the Strategic Materials Supercycle (RBC Global AM)

As demand for strategic materials is set to more than double by 2040, emerging markets make copper and gold compelling opportunities.

An Oil Shock Mostly Like No Other (PIMCO)

This year’s energy price shock isn’t exactly following the historical playbook. Why has this time been different?

Commodity Outlook: The Baton Keeps Changing Hands (WisdomTree in Europe)

For compliance reasons, this paper is only accessible in the UK & Europe

The commodity market this year is like a relay race – the runners keep changing, and nobody knows who will carry the baton to the finish. How can investors stay in the race?

Power Move: Plugging Portfolios into Electricity Demand Trends (Nuveen)

The megatrend of booming demand for power generation continues to gain momentum in the global economy and financial markets. What do the latest data forecasts show?

Finding Value in Today's Commodity Cycle (Robeco)

What companies are best positioned to generate large amounts of free cash flow and benefit from the windfalls of higher commodity prices?

The Rare Earths Powering the Next Wave of Robotics (Sprott)

As robots scale rapidly across multiple sectors and rely on rare earths to power their systems, where will the supply chain lead investor demand?

The Global Energy Race (Barclays)

Are markets underestimating the global energy race? What types of investments and how much capital is needed to meet demand?

U.S. Midterms 2026: Key Policy And Market Considerations (BNY)

U.S. midterm elections are rapidly approaching. What do the latest polls show, and what does this mean for investors?

Trading the Multi-Asset Drift around U.S. Elections (Quantpedia)

While the pre-election drift in equities has been documented, the cross-asset dynamics of uncertainty resolution have remained underexplored beyond the S&P 500 – until now.

Midterm Elections: Debt, Deficits, and the Limits of the Ballot Box (Meketa)

What are the more durable post-election consequences for investors besides the composition of Congress?

Material Matters (Baillie Gifford)

In a market that seems obsessed with AI almost to the exclusion of all else, which sectors deserve more attention?