supply chain

The conflict in the Middle East has caused oil prices to surge. This could lead to a cost-push inflation spiral: higher inflation --> higher wage demands --> higher...

Former exploration geologist, turned mining analyst James Cooper outlines the problems facing the 'smooth' transition to renewables.

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.

Former exploration geologist, James Cooper, explains why a US vs China economic showdown is set to push commodity prices to new extremes.

It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The...

This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...

February’s reporting season was unusual. At a time of year when focus is typically on earnings, these were largely overshadowed by macro-economic events. War and...