The New Exceptionalism (Principal Asset Management)
Although inflation risks have moderated, they have not disappeared. Central banks around the globe are…
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Transition Materials: Short-Term Moves, Long-Term Opportunities (Fidelity International)
In the transition materials space, recent volatility has been shaped by geopolitical risk, changing rate…
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Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets (PIMCO)
Energy markets have reached a precarious moment, with the path of prices over the remainder of the year – and…
Metals and the Mining Industry in a Changing Economy (Natixis IM)
Metals and mining are becoming increasingly strategic as the energy transition, electrification, AI, and…
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Investment outlooks for the second half of 2026, part II
Artificial intelligence vs. geopoliticsSavvy Investor has curated another collection of mid-year…