Source intel on energy, metals, and raw materials markets – plus more
Improve the diversification of your 60/40 portfolio with real assets like gold, commodities, and infrastructure—especially now that bonds are no longer the go-to for offsetting stock volatility.
The mining rally in 2025 was led by precious and base metals, with gold miners up roughly 150% year-to-date, and prices for gold, silver, and copper all at record highs.
Davos 2026: Reinforcing the Case for European Real Assets and Strategic Equities
With politics shifting back towards the market-friendly right, earnings growth improving and the outlook for commodities becoming structurally bullish given the ongoing arms race for AI, defence an...
Please join Ralf Preusser in discussion with Paul Ciana, Alex Cohen and Adarsh Sinha. The team will address the rate checks in USDJPY and its impact on not just the yen but also the dollar. We will...
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they be...
Tighter European sanctions targeting refined products made from Russian crude are accelerating shifts in global middle distillate trade flows, with Asia increasingly at the center of the impact. By...
Inlyte Energy is a U.S.-based manufacturer of iron-sodium battery energy storage systems. The five-year-old company completed a successful test of its first field-ready battery late in 2025 and is...
The leveraged finance market proved resilient in 2025, with stable-to-rising activity despite policy swings and economic uncertainty. With borrower-friendly conditions and anticipated M&A momentum,...
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