Natural resources stocks look set to benefit from ‘Supercycle 2.0’.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.