Source intel on energy, metals, and raw materials markets – plus more
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.
Technology prowess and financing discipline will determine who stays ahead in the AI race. In the first phase of the generative AI boom, the winning strategy was straightforward: own the physica...
Amid the continued closure of the Strait of Hormuz, concerns around energy supply disruption and the potential pass-through into inflation have quickly fed into global central bank pricing. In this...
George Bory, chief investment strategist for Allspring Fixed Income, explains how active bond investing can enhance outcomes by focusing on investor needs, weighing opportunity costs, and capitaliz...
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.
Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...
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