Commodities: A hedge against uncertainty?

How commodities are reshaping global markets and economies

This year has certainly been volatile. One asset manager says that it is not so much the changes brought by U.S. tariffs that worries investors, but the uncertainty surrounding them. Commodities can offer ways to hedge against this growing uncertainty. Explore these insights covering key opportunities among commodity markets.

Extending Time Horizons and the Strategic Role of Commodities (Invesco)

This year has been volatile. Commodities can offer a hedge against uncertainty.

Gold Demand Trends: Q2 2025 (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

Two consecutive quarters generated the strongest first half of a year for bar and coin investment since 2013.

Digging Deep: Disruptions beneath the Surface of Critical Minerals (TCW)

The importance of critical minerals has long been overlooked, but they are finally now considered as vital as oil is.

Agricultural Outlook 2025-2034 (OECD/FAO)

Total consumption of agricultural and fish commodities is projected to grow by 13% from current levels by 2034 in constant prices.

Silver Investment Outlook Mid-Year 2025 (Sprott)

Silver bullion broke through the significant $35 per ounce resistance level early in June this year, reaching its highest price in a decade.

Monthly Gold Compass August 2025 (Incrementum)

What has been driving the price of gold this year? Here are nearly 100 slides of key charts examining this question.

Developing Rare Earth Processing Hubs: An Analytical Approach (CSIS)

A mineral processing hub is a centralized location or facility where raw mineral ore is transformed into refined materials suitable for industrial use.

How Tariffs Could Reshape Global Agriculture (BCG)

The past decade has seen significant disruptions and commodity price fluctuations to the agrifood system due to evolving geopolitics and increasing climate variability.

Quarterly Gas Market Review: July 2025 (OIES)

Benchmark gas prices spiked in the second half of June, following the eruption of armed conflict between Israel and Iran.

Gas Market Report Q3-2025 (IEA)

Geopolitical tensions have continued to fuel price volatility, while adding to the unusually wide range of uncertainties that could affect short-term forecasts.

Monthly Oil Market Report August 2025 (OPEC)

The global oil demand growth forecast for 2025 remains at 1.3 mb/d, year-on-year, unchanged from last month’s assessment.