Source intel on energy, metals, and raw materials markets – plus more
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...
Global equities are a key part of long-term investing. Blending passive and systematic active global equity strategies may help investors efficiently navigate changing market conditions and enhance...
This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst shifting energy segments, the paths that lie ahea...
Introduction Germany is Europe’s largest economy, but its private equity market has long underperformed its potential. Macro headwinds, sector concentration, and a historically higher loss ratio...
This podcast examines how geopolitical friction lifts oil-risk premia, sustains inflation pressure and tests the case for steepening yield curves and...
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...
May delivered strong returns and a renewed appetite for risk, but beneath the optimism lies an increasingly complex reality. While hopes of a US-Iran agreement have eased pressure on energy markets...
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
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.
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