Source intel on energy, metals, and raw materials markets – plus more
Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
AGF Investments analyst Pulkit Sabharwal discusses the relationship between the price of crude oil and gasoline at the pump for consumers.
Why can't electricity supply keep up with demand?
Polen Capital's 5Perspectives Growth Opportunities Portfolio returned +25.16% (net) in Q2 2026, outperforming the Russell 3000 Growth Index (+17.05%) by over 800 basis points. Top relative contribu...
FT Adviser Vodcast Episode 3 is: The ‘Barbarous Relic’ of Gold
This week's Bond Bulletin explores how renewed geopolitical tensions in the Middle East are reshaping the oil complex, why the price at the pump has decoupled from the price of crude, and what it a...
Water scarcity and purity are critical risks for semiconductor makers in the AI era. As companies race to capitalize on the AI boom, water security is emerging as a material risk across the value c...
Against this backdrop, the energy supply shock driven by the war in Iran should be viewed less as a temporary commodity event and more as an accelerant of a broader investment cycle within energy r...
As AI’s investment opportunity broadens, finding value is becoming more important and more difficult. Our framework helps investors navigate the AI ecosystem layer by layer, testing where the inves...
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