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...
Our CT UK Social Bond Fund 2025 Annual Social Performance Report, independently produced by The Big Issue Group, shows how UK social bonds can support affordable housing, clean energy, vital infras...
Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
The Iran war has lifted geopolitical risk, raising energy prices and inflation risks via potential Hormuz disruptions, with Europe most exposed due to energy dependence and weaker equity prospects.
Inflation pressures are resurfacing as energy shocks lift headline prices, confidence weakens, and global data send mixed signals across major economies.
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Fears of an inflation spike bolster the case for adding equity income exposure to allocations. Conflict in the Middle East has raised the specter of inflation again. As the energy price shock thre...
• De-escalation in the Middle East led to a fall in government bond yields and a rebound in risk assets. Monetary policy expectations were also revised lower. • The IEA’s chairman said oil su...
Commodity exposure? There's a region for that Prior to the Middle East conflict, investor sentiment toward Emerging Markets had turned increasingly bullish, driven by momentum and demand for assets...
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