Source intel on energy, metals, and raw materials markets – plus more
Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
• Diplomatic progress between the US and Iran has eased geopolitical concerns, pushing oil prices back below $100 a barrel and propelling the S&P 500 to a record high. • US GDP figures for th...
Ongoing tensions between the U.S. and Iran dominated headlines, with the Strait of Hormuz remaining severely disrupted. Oil prices exhibited significant volatility throughout the month, retreating...
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity i...
Higher energy prices are squeezing growth and forcing the ECB’s hand.
Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting cred...
Single-factor indices have historically outperformed over the long term, but their performance tends to be cyclical, varying with macroeconomic conditions. This has driven demand for multi-factor i...
In 2026, a lot of capital is chasing few genuinely deliverable infrastructure assets, while geopolitical turmoil is reshaping energy markets. Darryl Murphy, head of infrastructure, delves into what...
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