From this author
Commodities Midyear Outlook 2026: Is There Still Room to Run?
by Adam Swinney, Investment Strategist; Gregory Liebl, Director, Investment Strategy
June 26, 2026
Discover why commodities are surging in 2026 and how tight supply and strong demand could continue to support prices across markets.
Factor Investing Endures Despite Tough 2025 for Quality Stocks
by Gregory Liebl, Director, Investment Strategy; Jeff Wagner, Senior Investment Strategist
June 1, 2026
A tough year for quality stocks challenged investors in 2025. Explore why factor investing remains relevant and how multifactor strategies may help.
Geopolitical Risk, Commodities and Core Portfolio Resilience
by Adam Swinney, Investment Strategist; Gregory Liebl, Director, Investment Strategy
April 9, 2026
Diversification isn’t guaranteed when inflation and growth diverge. Discover how a modest commodities allocation may help balance a core portfolio.
Commodity Market Outlook: Trends Driving Optimism in 2026
by Gregory Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
December 5, 2025
Discover what key trends are shaping the commodity sectors in 2026 and setting up an optimistic outlook for commodities.
Commodities: Diversification Beyond Traditional Indexes
by Adam Swinney, Investment Strategist; Gregory Liebl, Director, Investment Strategy
October 24, 2025
Discover how seeking out a well-diversified commodity portfolio, rather than defaulting to a headline index, may offer better performance for investors.
Midyear Commodity Outlook: Better for Commodities than Consumers
by Gregory Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 7, 2025
Rising tariffs may lead to higher inflation and slower economic growth—an environment that has historically favored commodities.