commodities

There's 7 core drivers of a commodities cycle that's been decades in the making. Here's where Darko Kuzmanovic is seeing the opportunities.

These include iron ore. This prompts Barry FitzGerald to look at iron ore up and comers Killi and Arrow, and Rob Curtis' new tin show.

Forget the holds and sells. Two fund managers pitch 11 commodity stocks they like across five of the market’s most important segments.

Different commodities respond to different shocks, and 2026 is providing investors with a vivid reminder.

James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.

We reviewed more than 20 research notes to identify the biggest themes and the stocks attracting the most conviction.

Rick Squire explains why the resources rally isn't over, why copper and uranium still appeal, and three stocks he likes today.

As Fiscal 2027 begins, investors face a market shaped by a myriad of forces including shifting equity leadership and uncertain bond markets.

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.