Source intel on energy, metals, and raw materials markets – plus more
How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—...
Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.
Higher energy prices have lifted headline inflation across most economies, raising concerns about the implications for monetary policy and bond markets.
Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains...
Global markets have navigated geopolitical tensions, higher oil prices and renewed AI concerns, yet growth and earnings remain resilient. We look at six key questions investors are asking as 2026 e...
Weak US CPI, PPI and sales cut Fed hike bets; UST curve steepened; China data soft; Korea deregulated, Vietnam kept BB+; Nigeria's oil and a Saudi-Türkiye-Pakistan pact dominated.
How are elevated oil prices and limited traffic through the Strait of Hormuz impacting the market outlook?
If you will, come with us in our DeLorean in a time travel fever dream to July 14, 2026, the day June’s US Consumer Price Index (CPI) inflation report hit. Open any financial website not named Mark...
Leaders rotate in and out. No single fixed income sector consistently dominates performance over time, and strong performance in one sector rarely carries over from one year to the next. For exampl...
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