There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
The global race to net zero is driving investment into the low-carbon energy transition, with green hydrogen sitting at the centre of this megatrend.
Key approaches to achieve sustainable agriculture, and the significant investment opportunity.
Truly green, carbon-free steel is being produced at the HYBRIT pilot project in Sweden.
Why higher energy prices should not mean abandoning ESG.
The US Inflation Reduction Act represents major progress towards the move to net zero
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
Volatility and noise in financial markets increased markedly in the first quarter of 2022. Can investors find a useful signal in commodity markets that can shed some light in a somewhat uncertain world?
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.