Source intel on energy, metals, and raw materials markets – plus more
Centrica, a British integrated energy company, delivers energy services to households via its retail brands, including British Gas - the UK’s second largest gas and electricity utility in the UK -...
Despite the angst about tariffs, 2025 was a good year for most global assets, especially metals and equities. The performance of my my Aristotle List of 10 surprises was more nuanced.
In November, the fund returned +0.1% with positive performance from Brazil and South Africa, as gold and other commodities resumed their positive trajectory. Conversely, profit-taking in AI-linked...
Discover how skyrocketing LNG exports drive growth, boost energy security, and create new investment opportunities.
Our multi-asset investment views – December 2025: we continue to see a low risk of US recession, with the primary concern being the level of equity valuations. We are balancing our positive view on...
ECB held; BoE cut 25bp; BoJ hiked 25bp; Thailand/Chile/Mexico eased. US announced $11bn Taiwan arms & blocked Venezuelan oil; EU okayed €90bn Ukraine loan. Fitch/S&P upgrades; Colombia downgraded;...
Every year, Dimensional produces a range of resources and analysis to help financial professionals and investors make smart, informed decisions. In 2025, we shared insights directly connected to va...
Macro strategist Luke Gromen, Founder and President of Forest for the Trees, joins William Blair's Jed Dorsheimer to explore the intricate relationship between gold, energy, and the evolving global...
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