Key Takeaways The energy transition is bringing structural demand shifts for commodities associated with low carbon technology value chains Price signals and policy goals have brought strong supply-side reactions that are leading to short-term oversupplies in the lithium and nickel markets, amongst others This blog highlights the interplay between the short-term supply stimulus, resulting surplus […]
Key Takeaways A more academic approach to the question of whether an LLM can replace a job involves breaking the...
Triodos Bank’s position paper on ethical AI: Financial sector has responsibility to ensure AI emphasises human dignity While Artificial Intelligence...
Key Takeaways Sunday’s results indicate President Macron will either have to share governing responsibilities with Le Pen’s group or manage...
After a flying start to the year for risk assets, there are three questions to consider as we head into...
Key Takeaways Even though the volatility and drawdown of bitcoin or crypto in general is elevated on a single asset...
Key Takeaways OPEC+ announced a taper of the additional voluntary...
Key Takeaways AlphaFold 3 is a groundbreaking new AI tool...
RBC Global Asset Management (RBC GAM)1 continues to have a focus...
Key Takeaways Broad commodities, led by precious metals, have rebounded...
Key Takeaways High-quality companies are less risky than low-quality companies The outperformance of high-quality companies over time, as demonstrated by...
Gaining technology-agnostic exposure to technology megatrends “Aside from AI, internet-of-things (IoT), industrial automation, blockchain, and virtual reality will all play...
We look at how over-stretched balance sheets are creating opportunities in the European mid-market. The past decade saw corporates dining...
Key Takeaways Multi-thematic strategies offer a better way to invest in growth than traditional growth funds, but it takes a...