Worth Its Weight? Assessing Gold’s Portfolio Utility (DE Shaw)
We find that gold's long-term relationship with global growth, coupled with its lack of correlation to the shorter…
Commodity Markets Outlook
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Oil and Gas: The Case for Higher Returns (UBS AM)
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just…
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Platinum Quarterly Sep 2025 (WPIC)
Our 44th Platinum Quarterly analyses Q2 2025 supply and demand and includes an updated full year forecast for 2025…
Friendshoring Copper: A New Pillar of the U.S.-Brazilian Economic Partnership (CSIS)
Brazil holds some of the world’s largest reserves of critical minerals, including niobium, rare earths, graphite,…
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