Consider This: The Weaponisation of Supply Chains (Franklin Templeton)
How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk,…
Commodity Markets Outlook
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Lazard’s 2025 LCOE+ (Lazard AM)
Lazard's Levelized Cost of Energy+ (LCOE+) is a widely-cited, annual analysis that provides insights into the cost…
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What History Tells U.S. about Markets under Fire (Mawer IM)
Investors today confront the most serious Middle East crisis in decades. The Israel-Iran conflict has demonstrated…
Weekly Markets Monitor: Gold Flirts with Support (World Gold Council)
Last week saw easing geopolitical tensions and some trade policy progress. Economic data showed mixed trends: U.S…
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