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
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)
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