Source intel on energy, metals, and raw materials markets – plus more
Some investors may view gold as a risk-management asset. While returns for gold have been too volatile for it to serve as an effective safe haven or inflation hedge, some may see it as an asset to...
The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power. In this episode, host Eklavya Gupte sits d...
There is something unusual going on in markets right now. Traditionally, share markets and the gold price have operated inversely. When stocks are highly priced, gold tends to be unpopular and vice...
As AI and data infrastructure scale rapidly, their environmental and social impacts are becoming increasingly material to long-term investment outcomes.
After “melt-up” October, November started on a choppy and defensive note. Government bond yields have edged higher globally, corporate credit spreads have widened, and both the Japanese yen and the...
GCC nations drive resilient growth with reforms, AI, and green energy, outpacing advanced economies and transforming equity markets for global investors.
From the impact of rising rates and inflation on valuations to emerging opportunities in AI, fintech and energy, this insightful conversation between Franklin Templeton's Tony Davidow and private a...
For anyone watching the energy markets, oil’s journey in 2025 has been anything but dull. After..
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