Source intel on energy, metals, and raw materials markets – plus more
With unpredictable US government policy making for a volatile investment environment, US equities’ searing post-Liberation Day progress appears to have stalled, while gold market fever could be a s...
As energy markets restructure, explore the positive growth signals for the battery storage sector – accelerated by the energy transition, AI and the need for stable and affordable power prices
Despite policy rollbacks, clean energy remains a strategic asset in North America, driven by data centers, emerging tech, and resilience.
Karen Watkin, CFA| Portfolio Manager—Multi-Asset SolutionsRosalie Candido Louw| Co-Head—Portfolio Solutions
The nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon market. In this episode, host Eklavya Gupte spea...
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...
Aluminium and copper prices have seen notable gains, reflecting a mix of supply constraints and policy developments. While short-term volatility remains, structural factors and geopolitical shifts...
Geopolitical tensions have intensified since the start of the year, spanning Venezuela, Greenland and Iran. At the same time, resource nationalism is on the rise, with major powers increasingly com...
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