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Market Insights

Leveraging the thought leadership of the CSAM Commodities Team

Latest Materials

Commodities: The Strategic Case

Inflation and the Macro Economy

Market Commentary

White Papers

In-Depth Views on Long-Term Commodity Market Topics

The Benefits of Adding Broad-Basket Commodities to Your Asset Allocation


Commodities: The Strategic Case (December 2017)

Active Index Strategies vs. Hiring a Discretionary Investment Manager


Uncovering Hidden Risks in “Active” Commodities Indices (April 2013)

Clarifying Misconceptions About Roll Yield and Curve Shape


Capitalizing on any Curve: Clarifying Misconceptions About Commodity Indexing (September 2016)

Thought Pieces

Brief 2-Pagers on Recent Hot Topics

Commodities and COVID-19


A Fluid Market Event (March 2020)

Is Inflation Dead?


Inflation and the Macro-Economy (January 2020)

CSAM Commodities Q&A


Views on the Saudi Oil Facilities Attack (September 2019)

We’re in Late Stage Expansion – Now What?


Business Cycle Risk: Diversifying With Commodities (September 2019)

From Soybeans to Livestock: The Early Rumblings of the US-China Trade War


Tariff Impacts on Commodities (August 2018)

Contango Shmango – The Biggest Mistake about Commodity Investment Returns


Futures Curve Misconceptions (September 2016)

Market Commentaries

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