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News
Stagflation May Be the New Base Case: Why It Matters
2+ hour, 47+ min ago (495+ words) As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: Read Time 6 MIN The current macro landscape captures stagflation's causality at a smaller scale: growth…...
Gold Pullback: Why the Long-Term Investment Case Remains Intact
1+ week, 4+ day ago (372+ words) This article covers market developments through the end of June 2026. All performances are stated in USD. Returns may increase or decrease as a result of currency fluctuations. Gold price volatility and the recent pullback may be weighing on investors. However,…...
After the Shock: Where Resources Go Next
2+ week, 3+ day ago (399+ words) As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: Read Time 10+ MIN Quarterly insights from Global Resources Portfolio Managers Geoff King and Sam Halpert,…...
Catching a Falling Calf: A Contrarian Case for America's Beef Packers
1+ mon, 4+ day ago (383+ words) As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: In a market where nearly every natural-resource sector is enjoying fat margins, U.S. beef packers stand…...
May Market Recap: Rebuilding for Resiliency
1+ mon, 6+ day ago (1125+ words) As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: Read Time 5 MIN Markets rallied on news of an initial deal with Iran. They should....
Malacca: The Strait Nobody's Watching
2+ mon, 3+ day ago (346+ words) As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: Read Time 6 MIN 102,500 vessels per year, 3x Hormuz, 7x Suez and Panama, carrying 30% of all traded goods…...
India: The Long-Duration Case
2+ mon, 1+ week ago (1063+ words) As a global investment manager, we offer unique, specialized content based on region and investor type. For the best experience, please select from the below: Read Time 11 MIN There are two ways to own India. The first is a short-term…...