Source intel on energy, metals, and raw materials markets – plus more
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...
Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.
This week, markets tried to look through rising geopolitical risk and higher oil prices, only to be reminded that lofty expectations, especially in technology, leave little room for disappointment.
Extended uncertainty regarding the conflict in Iran could push energy markets to a tipping point.
Global markets are navigating an increasingly uneasy mix of geopolitical risk and shifting macro fundamentals. The escalation in the Middle East has reintroduced a stagflationary impulse via higher...
Oil shocks drive inflation fears, rate expectations and markets – yet the link between oil, inflation and policy tightening is weakening.
Learn how sustainable infrastructure indices provide exposure to energy transition, AI infrastructure and climate adaptation themes.
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