Browse our unique expert-written monthly reports covering the latest news, trends and macro outlook for each of our funds.
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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