The markets dodged more than just a bullet
The market moves over the last week or so have been quite severe, to state the obvious. Toby Hayes shares why he thinks what caused the moves is a little more circumspect than what the standard narrative would suggest.
Tapping into the investment opportunity in water
The urgent need for investment in water infrastructure has become a political issue in the UK, driven by frustration at the poor water quality in lakes, rivers, and beaches. As the UK is not alone in facing these challenges, Joe Mares and Tom Ayres outline where investment opportunities might arise to best support global water infrastructure.
How is electricity demand growth creating investment opportunities?
The increase in electricity demand due to artificial intelligence and data centers has been widely discussed over the last few months, with most decarbonisation stories also linked to electrification. Joe Mares discusses how this demand growth presents several investment opportunities, especially across utilities, mining, and industrials.
Deglobalisation shines a path to higher gold prices
Gold. The investor’s best friend in helping to preserve value over centuries. And now potentially on the cusp of major bull market. Tom Roderick shares his thoughts on how deglobalisation might shine a path to significantly higher gold prices
