Source intel on energy, metals, and raw materials markets – plus more
Why have value stocks been more durable than expected in today’s uncertain market environment? Since early 2025, value stocks have enjoyed a strong run, defying market volatility driven by trade te...
Structural support for gold remains intact, with prices potentially reaching $5,500/oz by year-end. Record government debt, elevated stock-bond correlations, strong physical demand, and low fund ow...
The World Cup trophy’s gold value has surged 150% since 2022—offering a powerful lens into rising gold prices and global market uncertainty.
Global credit delivered positive returns across the board in May. Risk sentiment was broadly positive throughout the month, supported by mounting hopes of a US-Iran peace deal which pushed oil pric...
Stress for airlines may be opportunity for lessors. The war in Iran is putting pressure on airlines. Higher jet fuel prices are cutting into profit margins, and the risk of a prolonged conflict may...
In this episode of RPM, Stephen West and Anthony Giambrone discuss why selectivity defines success in venture today, and why secondaries have become a compelling way to access category-defining com...
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...
The energy crisis is increasing the need for green transition investment. On 3 June, the European Commission announced additional fiscal flexibility for...
In May, we anticipated fragmentation of global growth against a backdrop of persistently elevated interest rates and energy prices. That scenario has since materialised with a level of precision th...
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