commodities

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.

We reviewed more than 20 research notes to identify the biggest themes and the stocks attracting the most conviction.

Rick Squire explains why the resources rally isn't over, why copper and uranium still appeal, and three stocks he likes today.

As Fiscal 2027 begins, investors face a market shaped by a myriad of forces including shifting equity leadership and uncertain bond markets.

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.

The process that identified uranium, gold and oil is now pointing to another overlooked market with rising demand.

Investors got the chance to ring the opening bell at the TSX and hear top ETF ideas from the experts. Here’s how Aussies can play them.

The uranium market remains opaque, volatile and difficult to navigate. Insiders, however, believe the long-term setup is strengthening.

Stocks and commodities shrugged off rate risk — until the bond market stopped letting them. Here's why that changes everything.

Most investors think owning big miners gives them copper exposure. Will Taylor explains why that assumption may be wrong.