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...
Investors who look below the surface may discover opportunities beyond the AI superpowers. The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remai...
Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.
The global electricity grid is entering its most consequential investment cycle in a generation. Across geographies and market structures, the same challenge is emerging: grids need to become more...
The US-Iran agreement has unblocked oil traffic through the Strait of Hormuz, causing Brent crude to fall to around $70 per barrel and fuelling the view that the energy crisis is now on the wane.
The power of private real assets
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end...
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.
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