Research & Insights
Industry Insights
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by …
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by providing the capabilities and technologies necessary
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,
Research Insights
THOUGHTS FROM THEMES
The Impact of Rising Gold Prices on Miners’ Profitability
The price of gold – which is often considered to be a “safe-haven …
THOUGHTS FROM THEMES
The Impact of Rising Gold Prices on Miners’ Profitability
The price of gold – which is often considered to be a “safe-haven asset” – has moved higher recently. Boosted
THOUGHTS FROM THEMES
Trump’s “Liberation Day” Tariffs Might Last Several Years
The 2nd of April 2025 was proclaimed by President Trump as “Liberation Day” …
THOUGHTS FROM THEMES
Trump’s “Liberation Day” Tariffs Might Last Several Years
The 2nd of April 2025 was proclaimed by President Trump as “Liberation Day” wherein the U.S. government announced a
THOUGHTS FROM THEMES
Palo Alto Networks: An Opportunity in Cybersecurity?
Cybersecurity is an area of technology that warrants investor attention today. Given the …
THOUGHTS FROM THEMES
Palo Alto Networks: An Opportunity in Cybersecurity?
Cybersecurity is an area of technology that warrants investor attention today. Given the rise of artificial intelligence (AI), cyberthreats
THOUGHTS FROM THEMES
Defense Stocks: A Smart Bet in an Uncertain World
Trump’s return to the White House has intensified European concerns. His pivot toward …
THOUGHTS FROM THEMES
Defense Stocks: A Smart Bet in an Uncertain World
Trump’s return to the White House has intensified European concerns. His pivot toward Russia in the Ukraine war, the U.S.
