Source intel on energy, metals, and raw materials markets – plus more
PGIM experts examine how today’s data center build out is being financed and where the most compelling opportunities are emerging.
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
As a new global order takes shape and regime-change dynamics heighten geopolitical risks, gold remains a strategic allocation amid rising Middle East tensions, while disciplined risk management hel...
Effective AI governance incorporates material elements of data center risk and resilience, ensuring sites can withstand operating costs, energy constraints and downtime exposures.
The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.
ClearBridge Investments: Rising energy-related inflation risks underscore the importance of UK energy security and the attractiveness of regulated infrastructure businesses with revenues linked to...
Despite the oil price hanging on every word from the White House and volatility in everything from equities to government bonds, we saw a record day for US corporate bond supply on Tuesday led by a...
The size and duration of the oil-price shock are key variables in determining the ultimate impact. The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...
Energy infrastructure credit applies proven private credit discipline to essential assets, offering U.S. P&C insurers shorter-dura...
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