Source intel on energy, metals, and raw materials markets – plus more
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...
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
A dispersion-first framework for institutional investors in an Iran-linked energy shock.
Gold’s role in Fixed Income portfolios has shifted over the past three years, making diversification less dependable amidst a broader repricing of structural risks, including fiscal sustainability,...
Looking beyond oil and gas, blocked sulphur shipments are impacting copper, nickel and zinc production – likely driving prices structurally higher.
The crisis in the Middle East is proving the resilience of countries like Brazil, while testing others.
Despite rising geopolitical tensions and a sharp increase in oil prices, equity markets, particularly in the US, have remained relatively calm.
The abrupt shutdown of the Strait of Hormuz in the Middle East has jolted global markets, sending oil prices above USD 100 per barrel. Inflation is the dominant narrative at the moment, but as we l...
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