Source intel on energy, metals, and raw materials markets – plus more
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...
As AI’s pace of change accelerates, insurers must adapt their businesses and investments. AI is reshaping the outlook for insurers as both risk carriers and investors. At AB’s April 2026 Rethinkin...
A strong rally in emerging markets may be masking risks tied to oil prices and inflation. Explore these vulnerabilities and whether the recovery is likely to last.
Renewed Somali piracy is raising hijack risks as ships divert through high-threat waters, driving the need for stronger security, intelligence-led risk management and robust crisis planning.
Market forces that have challenged profitable-growth stocks could set the stage for a recovery. US growth stocks underperformed in early 2026 amid AI disruption fears and an unresolved conflict in...
Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink...
The initial response to the 2026 energy shock may be fossil heavy, but longer term it increasingly looks to be energy transition, motivated by energy security.
Amid bond market volatility, the UK is looking particularly exposed.
IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
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