Daniel McCormack, Managing Director and Economist at Macquarie Asset Management, alongside Peter Durante, Managing Director and Head of Technology & Innovation at Macquarie Asset Management, will explore the future of electricity by focusing on its decarbonisation.

This in-depth webinar hosted by the Savvy team…

Join LGIM experts as they discuss the risks and opportunities facing investors seeking to gain access to Europe's energy transition, with a particular focus on wind, solar, battery storage and hydrogen infrastructure.

Discussion topics include:
 

• The focus on energy independence: how will this…

Discover why a diversified, broad basket commodities strategy may offer a more comprehensive solution compared to single commodity allocations like gold. As one of the largest U.S. broad basket commodities managers, according to Morningstar, PIMCO provides expertise in seeking to maximize potential returns, hedge against…

Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios.

What challenges and opportunities lie ahead for oil markets amid looming oversupply and fluctuating demand? This episode of All the Credit delves into the outlook of crude oil, exploring supply-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election. It examines various energy subsectors and…

Electric vehicles are gaining market share in China and U.S. cars are going farther on a gallon of gas, helping to diminish demand for crude oil.

Demand for oil and other forms of energy, driven by AI and developing technologies, has pushed the growth of companies that support energy infrastructure.

Kimball Brooker discusses how the Global Value team navigates the inherent risks and uncertainties of elections in the US and abroad, and he examines the potential impact of party control on a sector level.

In the latest episode of "Unearthed," hosts John Reade and Joe Cavatoni dive into the pressing question: Why are central banks stocking up on gold? As the World Gold Council's experts explore this trend, they are joined by Shaokai Fan, the authority on Central Banks and Asia-Pacific affairs.

Published on 20th May, the founders of Bridgewater and GMO discuss the big risks they’re watching, including inflationary pressures, political conflict, asset bubbles, and climate change – and what investors can do to protect themselves. They discuss strong inflationary pressures, rising political conflict, asset bubbles and…

Food production is heading into a period of major disruption caused by innovative technologies and a need for more sustainable practices. This is likely to include greater use of indoor vertical farms, plant-based alternatives to meat and milk, and ‘precision agriculture’, in which sensor-equipped machines are used to…

For decades the U.S. has been susceptible to oil price shocks due to political volatility in the Middle East. However, as the FT’s Jamie Smyth explains, the landscape has been transformed by the US shale revolution. With global markets now awash with American oil, are price surges a thing of the past for the U.S.?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks.

In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.

In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.

In this episode of "Unearthed," John and Joe discuss the recent U.S. Nonfarm Payrolls report and its impact on the gold market. The stronger-than-expected employment data has shifted expectations around Federal Reserve rate cuts, leading to a dip in gold prices. While Western investors are adjusting expectations for future…

Since its major breakthrough in August, gold has consistently stayed above the crucial psychological mark of $2,500, displaying a strong bull flag pattern. Could this be the start of a new golden era? Bill Baruch from Blue Line Futures sheds light on this technical trend.

Is now the right time to get into gold?

In this episode, hosts John Reade and Joe Cavatoni from the World Gold Council interview Marie Lemay, President and CEO, Royal Canadian Mint and Rob Sargent, Director Refinery Services, Royal Canadian Mint. Lemay discusses the role of the Royal Canadian Mint in the Canadian and broader gold industry and highlights several…

Between Norway and Greenland lie some of the most valuable minerals on the planet. From cobalt to rare earths, raw materials are needed to drive multi-billion dollar industries such as EVs.