Source intel on energy, metals, and raw materials markets – plus more
Unpacking the various factors that have driven the precious metals rally
How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace...
Oil prices drove the mood this week, but calmer central banks and strong tech earnings helped steady markets.
Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...
Markets cheered the ceasefire, but the energy shock persists. Stagflation looks unlikely, yet oil shortages are straining economies and driving asset divergence.
The global listed infrastructure sector weakened over March as the war on Iran and the subsequent impact on global energy prices drove a ‘risk off’ attitude in markets. The benchmark index (FTSE Gl...
• US equity markets are once again banking on a scenario of sufficient growth and contained inflation, favouring technology and semiconductors, while defensive sectors are being shunned. • Th...
Power is becoming a more important factor in industrial CRE as automation and advanced manufacturing increase electricity demand. This is reshaping tenant requirements and key property fundamentals.
Investor interest and demand for natural capital solutions continue to rise—positioning farmland investment as an increasingly valuable real asset opportunity. For decades, agriculture as an asset...
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