Source intel on energy, metals, and raw materials markets – plus more
Explore the evolving ESG landscape, where shareholder power is shrinking in the US but growing in South Korea. Discover the future of investor influence.
Our research shows a link between governance and stock returns. Investors have long suspected that companies with poor corporate governance may be more prone to mismanagement and weak returns. Our...
ClearBridge Investments believes the most constructive outcome for energy equities is a quicker resolution to the Middle East conflict, as energy stocks typically perform better when prices stabili...
In an era of multipolar competition, energy is vital to security. The U.S. grid faces rising demand, policy distortions, and declining dispatchable capacity.
Iain Stealey, CFA, managing director, is the International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group.
The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?
With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.
AI shocks and energy turmoil are reshaping credit. Discover why HALO assets offer resilience and where risks are rising now.
Against the backdrop of a geopolitical and energy market shock, we significantly reduce the probability of economic expansion (still marginally our base case) and increase the likelihood of contrac...
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