commodities

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

The process that identified uranium, gold and oil is now pointing to another overlooked market with rising demand.

Investors got the chance to ring the opening bell at the TSX and hear top ETF ideas from the experts. Here’s how Aussies can play them.

The uranium market remains opaque, volatile and difficult to navigate. Insiders, however, believe the long-term setup is strengthening.

Stocks and commodities shrugged off rate risk — until the bond market stopped letting them. Here's why that changes everything.

Most investors think owning big miners gives them copper exposure. Will Taylor explains why that assumption may be wrong.

A new framework reveals how little the underlying commodity actually drives returns in mining stocks, and why most investors get it wrong.

Amidst the macro turmoil, there are several pockets of opportunities for ASX investors. Are you paying attention?

What if, traffic through the Strait of Hormuz doesn’t flow for six or more months? And even beyond that, supply takes longer to recover?

A Strait of Hormuz closure is not just an oil story. What it means for commodities, inflation, and Australian investors.