Rising infrastructure spending, electrification, geopolitical fragmentation, and supply constraints are restoring metals’ strategic relevance. With limited new capacity and sustained real-asset demand, base and precious metals—and the miners behind them—are reasserting themselves as durable, late-cycle portfolio anchors.
Thematic Thursday: Why Metals Matter Again, The Macro and Fundamental Case Read More »
October 2, 2025 In 2025, commodity prices have remained subdued despite persistent inflation concerns (chart below), a divergence rooted in slowing global demand, resilient supply, and shifting inflation dynamics. The World Bank projects that aggregate commodity prices will decline by roughly 12% in 2025, followed by another 5% drop in 2026. This weakness is especially
Thematic Thursday: Why No Bid for Commodities? Read More »
July 10, 2025 One of the key themes to emerge since equities put in their April 7th low has been smart grid implementation. We’ve observed that among infrastructure focused funds, smart grid adjacent stocks and the GRID ETF has been YTD leadership among the funds we track (chart below). The GRID ETF (chart below) is
Thematic Thursday: The Smart Grid Read More »
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