Source intel on energy, metals, and raw materials markets – plus more
Quantum computing could unlock new solutions to some of the energy transition’s knottiest problems, but capturing its full potential will require taking action well before the technology matures.
Watch the video: Why AI needs smart energy
Combining AC for regional distribution with DC for high-power applications creates value across industries. Companies that act now can capture emerging value pools and help shape the next electrica...
Truck electrification is advancing at radically different speeds around the world, leaving OEMs and suppliers with difficult choices about where to invest, which technologies to back, how quickly t...
Growing weather and climate disruptions are leaving companies exposed. Chief risk officers can help by embedding these issues into established risk processes.
We outline where China’s approach to the energy transition has been successful, where difficult tradeoffs emerge, and which elements can be adopted by other countries.
July markets saw AI-driven equity volatility, rising Treasury yields, resilient credit, and strength in energy, commodities, and global REITs.
Renewables, volatile demand, tech-native traders, and shorter trading windows are all pushing incumbent firms to focus on speed and execution.
Analysis of nature finance and capital allocation for environmental outcomes, examining Ecobank's Sustainable Agriculture and Natural Capital Bond as a case study of mainstream nature-linked financ...
The market for AI computing power is evolving fast. As it becomes more liquid and transparent, it could unlock $140 billion in annual “dark value.”
Quarterly commentary on unit trusts, investment philosophy, and asset classes including bonds, precious metals, and retirement planning from Allan Gray.
Jeff Tshikhudo analyzes precious metal share price movements, valuations, and risks for long-term investors. Allan Gray maintains disciplined exposure to precious metals while avoiding permanent ca...
Mark Dunley-Owen explains how Orbis Global Cautious Fund balances risk and return through valuation-driven stock selection, cautious bond positioning, hedging, and gold allocation while maintaining...
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