Source intel on energy, metals, and raw materials markets – plus more
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Wildfires, geopolitical tensions and renewed questions over AI investment unsettled markets this week, driving higher oil prices and bond yields while exposing clear differences across credit markets.
Prices of refined petroleum products, such as gasoline, stay elevated relative to crude oil.
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Weekly CIO views: Infrastructure is benefiting from structural tailwinds, and also offers diversification potential from the broad...
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Oil price shock reshapes Fed rate e...
Escalating tensions in the Middle East sent oil prices surging and long-term US yields to their highest levels since early 2025 as inflation risks resurfaced and markets repriced the possibility of...
Tensions in the Middle East have escalated once again, with daily exchanges of strikes between Iran and US assets in the region.
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