russia-ukraine war

The 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did.

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.

Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.

This ASX and Hong Kong-listed miner rides high on a record thermal coal price but key questions remain around its sustainability

The first earnings result since the BHP Petroleum merger was (understandably) messy and bolstered by high gas prices, but still impressive.

Though often mired in controversy surrounding "dirty" energy assets, power infrastructure companies operate critical assets

EFG Asset Management takes on some of the world's wealthiest clients. Ahead of 2023, the investment firm has also laid down two big contrarian calls.

The biggest tech companies in the US have grabbed all the headlines this reporting season. Disappointing quarterly results from Amazon and Meta have seen their stock...

Nearly eight months ago, the world watched in horror as Russian forces invaded Ukraine. We gravely overestimated Putin’s interest in diplomatic relations (or...

In June, I went on a trip to Europe with Tasneef Rahman, Senior Investment Analyst at 4D, to meet with management teams from regulated utilities, renewables,...