Research & Insights
Industry Insights
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as …
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as a result of several factors.
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries …
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries have a high power-to-weight ratio
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role …
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role in investor portfolios. Over the long term,
CASH FLOW CHAMPIONS
Small-Cap Stocks: A World of Possibilities
Small-cap stocks often have a relatively low correlation to large-cap stocks. One reason …
CASH FLOW CHAMPIONS
Small-Cap Stocks: A World of Possibilities
Small-cap stocks often have a relatively low correlation to large-cap stocks. One reason for this is that smaller companies tend
Research Insights
THOUGHTS FROM THEMES
Defense Stocks: A Smart Bet in an Uncertain World
On the 20th of January 2025 (a market holiday in the U.S.), China’s …
THOUGHTS FROM THEMES
Defense Stocks: A Smart Bet in an Uncertain World
On the 20th of January 2025 (a market holiday in the U.S.), China’s Hangzhou DeepSeek Artificial
THOUGHTS FROM THEMES
DeepSeek Upends Outlook for “AI as a Product”
On the 20th of January 2025 (a market holiday in the U.S.), China’s …
THOUGHTS FROM THEMES
DeepSeek Upends Outlook for “AI as a Product”
On the 20th of January 2025 (a market holiday in the U.S.), China’s Hangzhou DeepSeek Artificial
THOUGHTS FROM THEMES
S&P 500: From Market Leader to Underperformer
Concerns over global economic growth have re-emerged, rattling financial markets as weak U.S. …
THOUGHTS FROM THEMES
S&P 500: From Market Leader to Underperformer
Concerns over global economic growth have re-emerged, rattling financial markets as weak U.S. economic
THOUGHTS FROM THEMES
The Robotics Revolution: What’s Unfolding?
The robotics industry has been making headlines recently. Last year, it was Tesla …
THOUGHTS FROM THEMES
The Robotics Revolution: What’s Unfolding?
The robotics industry has been making headlines recently. Last year, it was Tesla and its “Optimus” humanoid robots
