Commodity Index Insights

Ryan Fitzmaurice
Head Index Trader

The once dormant commodity index space has seen a sharp uptick in activity since the pandemic, in large part due to soaring consumer inflation.  In fact, investors have poured a record amount of capital into broad-based commodity index products over the past 18 months, impacting the price of many key commodities beyond traditional supply and demand dynamics.

This group of sticky-money investors is likely to continue to exert influence on price formation as investors seek out commodity exposure for purposes of portfolio diversification.

This channel provides key commodity index information along with opinion pieces to help the reader navigate today’s highly volatile commodity markets and uncertain times.

Premium includes

Weekly data driven commodity index recap

  • Aggregated money flow data for global commodity index ETFs ​
  • Index roll updates and information for the most influential commodity indices ​
  • Macro factors such as the US dollar, inflation data, central bank rate decision data ​
  • Implied roll-yield updates ​
Weekly oil market thought piece ​

  • A deep dive into fundamental, quantitative, and macroeconomic oil price drivers
  • A strong focus on market positioning and the drivers behind such ​
Monthly Index thought piece ​

  • A deep dive into the latest commodity index trends and performance drivers ​

Topics Covered

Commodity Index Trends, Money Flows, Market Positioning, Inflation, Asset Allocation

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