Explore Every Angle

Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.

Growing AI-compute demand and scarce powered capacity should support connected data center operators with ready-to-scale facilities.

AI-driven demand, supply chain constraints, and resource security concerns may be enhancing the strategic importance of commodities for long-term investors.

The first quarter was marred by reduced expectations for Fed rate cuts, higher Japanese government bond yields, and the Iran war.

Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.