Source intel on energy, metals, and raw materials markets – plus more
It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...
We favour sticking to medium-term convictions – and capitalising on short-term dislocations – as the energy shock continues to play out.
As the Q1 earnings season approaches, we consider the extent to which US corporate earnings will be harmed by disruptions to the oil supply.
Corporate hybrid issuance is on track for a record year in both Europe and the US, driven by expanding supply well beyond the traditional utilities, energy, and telecoms issuers.
Japan faces rising amplification risk as yen weakness and external shocks deepen terms-of-trade pressures. Inflation pass-through remains limited, but policy credibility and growth resilience may h...
Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in th...
The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...
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