Commodities

The acceleration in AI infrastructure, power grids, electrification and industrial reshoring is driving a structurally higher level of commodity-intensive capex. These trends are multi-year by nature and largely insensitive to short-term economic cycles.  Global copper demand is expected to grow materially through the next decade, while the current project pipeline falls well short of covering incremental needs. Most credible forecasts point to persistent and widening supply

Silver is emerging as a high-powered asymmetric play—combining fiscal tailwinds, industrial demand, and historical outperformance in...

Equities and bonds tend to be positively correlated in high-inflation environments. While equities perform best under low and stable...

Nuclear energy is one of the cleanest sources of power available today, emitting significantly less carbon than solar, biomass,...