Browse our unique expert-written monthly reports covering the latest news, trends and macro outlook for each of our funds.
The Financial Services and Markets Bill has reached Parliament. If passed, the legislation will treat crypto as a regulated activity and give the FCA more oversight.
The paradox of AI & decarbonization, the two most transformational trends of our generation, are being treated unequally. But green is getting too cheap to ignore.
Alibaba and Baidu announced plans to roll out ChatGPT-style technologies. Like their Western peers, Chinese tech giants continue to invest in generative A.I.
Perhaps the biggest takeaway in May was the continued leadership for Mining companies, especially throughout the toughest month for Bitcoin prices in 2023 thus far.
Sci-Fi fans have long been fascinated by the concept of harnessing the Sun’s rays in space and beaming them back to Earth-- and this may soon be a reality.
Airline and hotel bookings are the highest they have been since before the pandemic and ACI World expects global airline traffic to reach 92% of 2019 levels in 2023.
Global investment in clean energy is on course to rise to $1.7 trillion in 2023, with solar set to eclipse investment oil production for the first time.
Geopolitical tensions and conflict are prompting global powers to reshore their supply chains and production to ensure industrial security.
Midstream’s fee-based model provides insulation from weaker oil & gas prices, which has led to more resilient performance for the index this year vs. broader energy.
This summer could mark a historic high in airline passenger volumes. The IATA expects 4.35 billion people to fly commercial in 2023, about 96% of 2019 levels.
High-interest rates likely mean recession and significant monetary stimulus-- and monetary inflation is the strongest long-term driver for a rising gold price.
With an apparent AI revolution underway, at least if you read the headlines, we can say with confidence that the Virtuous Circle is alive and well.
Tech stock performance continued apace in May, boosted by Nvidia’s nearly incomprehensible increase based on demand for their chips from AI applications.
The digital tech revolution is converging around cloud computing, with ChatGPT and BARD being integrated into Cloud by the likes of Microsoft and Google.
AI is boosting big tech valuations, with NVIDIA being the best performer following its recent surge.
With current gas prices and record renewable energy production, it is likely that the unwinding of utility hedges is bottoming out.
We believe we are entering a supercycle for commodities, especially for critical materials, driven by the clean energy transition and geopolitical tensions.
Tech enjoying positive rerating as Fed rate hikes near their end, with US inflation falling to 4% range. We maintain a positive outlook for tech megatrend holdings.
The big tech rerating and lower inflation have boosted Cloud gains. Cloud size expected to double within 4 years, driven in part by the WFH trend persisting.
Supersonic and hypersonic travel sound like concepts exclusive to sci-fi, but they are very real and even becoming commonplace in the space industry.
MMLP has so far benefitted from its fee-based business model, which provides more defensive energy exposure. Midstream remains well positioned for ongoing inflation.
Uncertainties surrounding uranium supply will likely keep demand high, as the West continues to seek alternatives to Russian fossil fuels.
As of May, all four sub-sectors of the TRYP appear poised to complete their recovery from the COVID-19 Pandemic. Q1 earnings data supports an optimistic forecast.
The White House sees mitigating climate change as high priority, and officials have argued reliance on China for solar products is essential in the near term.
April resulted in another month of outperformance for GFOF relative to broader markets such as the MSCI ACWI, S&P 500, and Russell 2000 Small Cap Index.
India is now home to the second largest smartphone market in the world with over 650 million users and is poised to continue growing.
The newest Tesla supercharger will be able to supply 350 kW of power within a year, bringing a significant upgrade to EV charging networks in both Europe and the US.
5G coverage is increasing in Kenya, Malaysia, Jordan, and rural America. Meanwhile, AI continues to evolve and cement its position in the tech sector.
We believe a sustainable future is equivalent to the biggest investment opportunity of our lifetime, so long as we focus on the right decarbonisation solutions.
BTCE nears 3-year anniversary as Europe's largest physically-backed Bitcoin product, managing over $500m in assets.
AMAL outperformed global indices in April despite inflation. European markets excel, benefiting the ETF , which has lower US market exposure.
U.S. air ticket sales have increased 22% increase YoY, prompting United Airlines to expand its summer schedule by 25% to meet the increased demand.
Gold has broken above $2000 per troy ounce and has since plateaued. A potential lift may occur when central banks adjust interest rates.
A budding opportunity for European investors to gain targeted exposure to the medical cannabis, hemp and cannabinoids (CBD) industry.
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