Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
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China’s Gold Chase to Gain Pace in an Uncertain World (S&P Global)
China has recognized gold as a “strategic mineral” critical to the country’s security amid rising uncertainties in…
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Global Industrials: Rebuilding the Physical Economy (Fidelity International)
AI and electrification are increasing demand for physical infrastructure while reshoring, defence and energy…
Brazil's Ethanol: The Demand Everyone Sees (MacKay Shields)
Some of the best opportunities emerge when long-term fundamentals and short-term economics diverge. Brazil's…
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