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.