Commodity

Critical minerals in the age of AI and tariffs
Investment Ideas
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Critical minerals in the age of AI and tariffs
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How AI, electrification and geopolitics are reshaping critical minerals for long-term investors.

Asia, not America, will drive uranium demand in the coming decade
Investment Ideas
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Asia, not America, will drive uranium demand in the coming decade
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Asia is likely to be ground zero for the next phase of the nuclear megatrend.

Three ways to add gold exposure to your portfolio
Investment Ideas
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Three ways to add gold exposure to your portfolio
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Gold hit US$4,000 an ounce for the first time recently.

Why investors are turning to critical minerals amid global tensions
Investment Ideas
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Why investors are turning to critical minerals amid global tensions
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Critical minerals: where geopolitics, clean energy, and long-term investment opportunities converge.

Royalty companies: The hidden gems of the investing world – Part 2
Investment Ideas
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Royalty companies: The hidden gems of the investing world – Part 2
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Royalty companies typically offer four key benefits for investors.

How Trump’s executive orders caused a spike in share prices for uranium companies
Macro & Markets
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How Trump’s executive orders caused a spike in share prices for uranium companies
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Why did interest in nuclear power companies and nuclear energy-related ETFs increase recently?