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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Investing in AI’s Growing Energy Needs (Jennison Associates)
The rise of AI is fueling a structural transformation in global energy demand – creating powerful, long-term…
Weekly Markets Monitor: Fedward Scissorhands (World Gold Council)
Last week saw a blend of inflation trends and political challenges. In the U.S., mixed inflation data, cooling…
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