Emerging / Alternative Sectors
The overlooked AI trade is the one that actually plugs it into the wall
The next AI trade may not be software at all
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Further Analysis & Commentary
US Dollar Safe Haven Status Restored Amid Iran Conflict and Oil Spike
For much of this year, the US dollar looked vulnerable. Expectations of Federal Reserve rate cuts, volatile policymaking from President…
Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?
Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…
China Equity Market 2026: Is Now the Time to Buy?
As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
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