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...
Korea’s value-up reforms are realizing important governance gains. Proxy voting can help cement them. Corporate governance in South Korea has become an investment opportunity. Since 2024, the gover...
Renewed US labor market weakness, cautious central banks, and geopolitical risks shape this week’s outlook, with AI disruption and energy prices in sharp focus.
The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy...
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
An examination of why most portfolio-level energy and carbon metrics are misleading.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Rising oil prices pressure bonds an...
The reaction by the Japanese market to the Iran conflict reflects uncertainty rather than immediate damage. Oil prices alone are unlikely to cause stagflation in Japan; rather, supply disruption is...
Replay: experts analyse scenarios after US–Israel strikes on Iran, energy and inflation impacts, regional and cross‑asset implications.
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