All topics
Monthly chart pack: Geopolitics and commodity markets
On oil, rare earths, gold, and more
We bring you essential data points from global asset managers and institutions covering the dynamics of geopolitics and commodity markets. Download the chart pack here.
RELATED CONTENT
Europe Will Shape the World of 2050 (CEPR)
| 08 Sep 2026Much of the debate about 2050 assumes the world's trajectory is already fixed: a rivalry between an incumbent and a rising superpower that will…
Expected Market Risk Premiums in the International Cross-Section (Journal of International Money and Finance)
| 08 Sep 2026This paper provides the first systematic international examination of option-implied lower bounds on the expected market risk premium (EMRP). Using…
Demographics and Technology: A New Frontier of Investment Opportunities at the Crossroads of Population Change and Technological Innovation (Financial Analysts Journal)
| 08 Sep 2026While research often separates demographic risks (shrinking labor force) from automation’s displacement effects, this study bridges them, arguing…
The Take-Off in African Solar that Official Statistics Can’t Yet See (Ember)
| 08 Sep 2026Africa installs a record 17 GW of solar in 2026 – three-quarters of it is distributed solar, which is largely invisible.
Monthly Gold Compass September 2026 (Incrementum)
| 08 Sep 2026The Monthly Gold Compass contains the following chapters: gold, silver, miners, macro, long term charts, and proprietary models.