metals

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?

The world’s growing hunger for metals, combined with tight supplies, is underpinning one of the greatest investment thematics of our time. Driven by the...

Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum products) have pulled back from...

At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...

There’s an overwhelming sense of déjà vu as far as the gold market is concerned. Two years ago during December 2015, we witnessed the first US Fed rate hike since the...

Gold’s best friends at present are the US Federal Reserve and Donald Trump. The US dollar is weakening as the opposition of two more Republican senators to the US...