Source intel on energy, metals, and raw materials markets – plus more
As pricing power fades, a BCG survey shows how digital competition, AI-driven discovery and operations, and service performance are redefining the imperatives for success.
Why active management matters in fixed income.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Each month, the Invesco SteelPath team provides an update and insight on the most recent midstream industry happenings. Each monthly commentary provides: market performance update, recent news, and...
Improve the diversification of your 60/40 portfolio with real assets like gold, commodities, and infrastructure—especially now that bonds are no longer the go-to for offsetting stock volatility.
A 2-minute read on market trends, including performance data covering S&P DJI's index solutions for equities, fixed income, multi-asset, commodities, and factors
The municipal bond market is highly fragmented and inefficient, often making it difficult for individual investors to effectively transact. Learn how institutions can offer a better experience for...
Institutional investors globally, whether or not they have net zero commitments, are eager to align with and prepare for the energ...
ClearBridge Investments: In markets, money is energy—and flow, not form, drives the cycle between fear and greed.
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being...
An update on our thoughts and findings on the state of the global upstream, downstream and liability markets.
The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world...
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
If you are anything like me you have probably been reading about ‘Peak Oil’ for years. I started my career many years ago and we were talking about it back then. The date just gets pushed out furth...
In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsey Hall, Global Head of Thought Leadership at Sustainable One, and Eklavya Gupte, Head of Carbon News Reporting at...
While the downstream energy insurance market remains soft, signs of tempered reductions and strategic repositioning are emerging as we approach 2026.
In this piece we deep dive into the North America PDBI and casualty markets to see how they are fairing in this time of uncertainty.
By reviving the Value-Up initiative, South Korea’s new government has restored confidence after a turbulent 2024. While it’s tempting to credit the reform initiative for the current market rally, t...
In this episode of Private Markets 360°, we welcome Peter Hutton, Head of NAV Financing at Arcmont Asset Management, one of Europe's largest private credit firms with €38 billion in assets under ma...
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