Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Insights
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 resurgence in productivity underscores a significant shift toward greater efficiency.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
What investors should consider as the U.S. election outcome becomes clear.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.