Commodities

Source intel on energy, metals, and raw materials markets – plus more

Uncommon truths: Joining the dots: UK budget, banks, gold and AI
  • 9 hours ago

Though unpopular in the media, the recent UK budget seemed to calm financial markets. It also helped UK bank share price performance and may shed light on the popular themes of gold and AI.

From defensive to dynamic: Utilities enter a new era of growth
  • 1 day ago

US utilities are entering a major growth cycle, fueled by surging power demand from AI and electrification, with data centers driving sector transformation.

Core allocation to investment grade credit: Bridging the performance gap
  • 1 day ago

The euro investment-grade (IG) credit market has historically delivered an average annual return of +2.8% since 2005. However, the past five years have proven particularly challenging, with returns...

Values in the Vault
  • 1 day ago

The S&P 500® Christian Values Screened Index distinguishes itself by excluding companies from the S&P 500 that engage in certain activities that do not align with the Evangelical Christian Investme...

Charter Hall strengthens its convenience retail portfolio with acquisition of Southport Park Shopping Centre, Gold Coast
  • 2 days ago

All That Glitters is Gold: A Continued Strategic Portfolio Allocation
  • 4 days ago

Gold prices have shown an upward trend over the past two years, but can this standout performance continue? We explore the role of gold in a diversified portfolio, making the case for a strategic a...

Global Investment Strategy outlook 2026
  • 5 days ago

As we near 2026, the global economy stands at the crossroads of technological acceleration and policy fatigue. Liquidity and optimism coexist with structural imbalances. For investors, the challeng...

The roadmap for the energy sector as it embraces AI
  • 5 days ago

The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integra...

G10 Macro Rates: October Monthly Commentary
  • 5 days ago

October net performance was a positive +0.59%. The month was more active after the summer doldrums, kicked off by a spat between the US and China over access to rare earth metals and Trumps’ immedi...