Source intel on energy, metals, and raw materials markets – plus more
Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, f...
Oil spiked and stocks and yields sagged after a report that the U.S. and Israel might resume attacks on Iran next month. Meta's heavy spending outlook and chip worries also hurt.
How AI can improve quality, access and cost all at once. In this paper, Steve Burlingame revisits the "Iron Triangle", a decades-old framework.
French government bonds (OATs) keep on breaking records and psychological barriers, with the latest being 10-year yields smashing through 5% for the first time since 2002 this week.
Financial market coverage by the UBS CIO House View. Continued attacks in the Middle East have pushed Brent crude above USD 111/bbl, adding to concerns over energy supplies and inflation.
Discover why electricity, location and interconnection determine which data centres are best positioned to benefit from growing AI demand.
Markets are being pulled between two powerful forces: the promise of an AI-driven productivity surge and the reality of an energy supply shock. We examine the opportunities and risks, and our respo...
Japan's growth strategy targets 17 sectors, creating investment opportunities across AI, healthcare, defence, energy and Japanese equities.
Explore six project finance trends shaping capital structures, power generation, grid access, energy storage, data centers and infrastructure.
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