Source intel on energy, metals, and raw materials markets – plus more
Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...
AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.
In the middle of the dollar smile: What could a falling oil price mean for the US dollar?
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...
How does a commodity index track liquid futures while seeking to address inflation and volatility in global markets? Look inside the DJCI 3 Month Forward – Quarterly Reweight, a rules-based index t...
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...
Private debt keeps gaining ground in insurance portfolios for many reasons. Private debt is increasingly valued for how it can help insurers operationally and strategically: support liability match...
Green bonds are no longer solely a sustainability story. They are becoming a way to access themes such as energy security, infrastructure modernisation, building efficiency and the global transitio...
Despite renewed geopolitical tensions and higher energy prices, investors have remained remarkably resilient. With markets looking through near-term risks and focusing instead on resilient growth,...
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