Source intel on energy, metals, and raw materials markets – plus more
Gold and silver prices have sharply corrected after a record-breaking rally, but we think their fundamental medium term drivers remain intact.
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
Energy prices are top of mind, but we think investors should keep a broader perspective, not react to headlines.
AI and data centres are reshaping electricity demand, creating both powerful growth opportunities and complex challenges for utilities. In this video interview, Rebecca Sherlock, Portfolio Manager...
Some observers today have drawn parallels between the recent oil price surge spurring inflation and the oil shocks of the 1970s, but there are also stark similarities to the 1960s Guns & Butter per...
Copyright © 2026 Markets Recon. All Rights Reserved.
