Energy markets in 2026 are being reshaped by electrification, energy security and geopolitics. Tal Lomnitzer explains where he sees the most compelling opportunities across renewables, nuclear, gas and critical metals.
Insights
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Natural resources stocks look set to benefit from ‘Supercycle 2.0’.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
Our experts explore how the integration of financially-material ESG factors is essential for mining companies.
In this episode, Daniel Sullivan, Head of Global Natural Resources, and Matthew Bullock, Head of Portfolio Construction and Strategy, EMEA & APAC, explore the shifting landscape of global natural resource equities, examining opportunities and challenges in a sector defined by evolving market dynamics.
Case for an active and pragmatic approach in climate transition investing.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Importance of avoided emissions and the implications for investors.