Source intel on energy, metals, and raw materials markets – plus more
AI will continue to be a dominant driver of energy capital flows in 2026 as growth investment pauses in amply supplied global oil and natural gas markets. These expectations and five more will dire...
Europe's dependence on imported middle distillates is in sharper focus after the EU's 18th sanctions package halted imports of refined products processed from Russian crude from Jan. 21. Europe is...
Most alternative assets performed well in 2025, with gold, hedge funds and some fixed income assets leading the way; Bitcoin, fine wine and private equity lagged.
New research connects intensifying natural perils to their future implications for asset classes. When it comes to measuring our vulnerability to nature's extremes, investors often lean on past dat...
Jesse Nacht, Index Research Associate
When Jerome Powell’s term ends in May, a new Fed chair will face a late-cycle economy marked by lingering inflation and fiscal deficits. Learn how this change in leadership could become a tailwind...
Despite an aging credit cycle, private credit still plays a starring role. Inflation. Demand for alternative assets. The promises and risks of artificial intelligence. Insurance investors with roug...
Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...
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