Source intel on energy, metals, and raw materials markets – plus more
2025 was a banner year for bonds. We think more of the same is in store for 2026. Fixed income enters 2026 from a position of strength. Returns in 2025 were solid across sectors, supported by de...
In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits.
Sports teams can be both assets and reputational risks. Clubs must manage both performance and risk.
Celebrity endorsements can boost sales and reach, but also pose reputational risks. Learn how a robust plan can help you minimize risks.
Uncover 2026’s most compelling market surprises with predictions on U.S. yields, gold prices, high yield spreads, and emerging market bonds. Get actionable insights from Bob Michele and Kelsey Berr...
US power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and is set to accelerate as tech companies race to...
Centrica, a British integrated energy company, delivers energy services to households via its retail brands, including British Gas - the UK’s second largest gas and electricity utility in the UK -...
Despite the angst about tariffs, 2025 was a good year for most global assets, especially metals and equities. The performance of my my Aristotle List of 10 surprises was more nuanced.
In November, the fund returned +0.1% with positive performance from Brazil and South Africa, as gold and other commodities resumed their positive trajectory. Conversely, profit-taking in AI-linked...
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