The Race for Critical Materials and the Shift to Security (S&P Dow Jones Indices)
Over the past few months, two themes have dominated market attention, artificial intelligence (AI) and energy…
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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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Gold in a Fragmented World: Drivers, Risks and Historical Context (Barclays)
Gold has long been a strategic holding in multi-asset class portfolios, not for its stellar returns, but for its…
The Electricity Tipping Point & the Next Energy Boom (GMO)
Electricity demand is surging all over the world. To meet this demand, vast investments in power generation need…
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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…
