Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
The War in Iran could impair energy output and thus reshape supply chains. It also highlights the growing importance of North American energy infrastructure.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
In a HALO backdrop, hard-asset and global-investment-cycle themes – such as commodities, infrastructure, electrification, defense, and EM – could gain traction.
