Source intel on energy, metals, and raw materials markets – plus more
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Portfolio manager Rory Kutisker Jacobson unpacks...
The Iran conflict has injected a substantial amount of uncertainty into the outlook. Crudely, growth will be weaker than previously expected and inflation stronger.
Geopolitical tensions and surging energy prices weighed on Q1 EMD returns as heightened volatility amid Middle East strikes drove a reversal of earlier gains.
Locally listed gold miner Pan African Resources has...
This article assesses how the energy shock may reshape European sectors, from energy and utilities to transport, banks and chemicals, under a prolonged...
This Asia and the energy shock analysis shows how oil and gas price spikes affect inflation, fiscal balances and vulnerable sectors across Asian economies.
We investigate the main drivers of the recent gold movements and reassess the outlook for the precious metal.
What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.
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