Copper is no longer just a traditional metal. It has become a strategic resource for the next generation of technologies.
The recent surge in copper prices reflects complex dynamics that are both extraordinary and structural: supply and demand pressures from the Middle East conflict, operational constraints in major producing countries and accelerating demand driven by AI and electrification as a whole.
With Germany making a historic shift in interest rates, bond markets remain on edge. As rate volatility persists, investors should brace for a bumpy ride ahead in 2025.
In this uncertain environment, maintaining adequate duration diversification across bond portfolios remains a key strategy. Navigating interest rate swings requires flexibility and foresight. Does your allocation reflect the new normal?
Our ability to respond with agility to changing economic and geopolitical conditions enabled us to deliver strong financial results in 2024. The report offers an in-depth look at our financial results, strategic priorities and the progress we have made throughout the year.
The S&P 500 has plunged into correction territory shaken by “Trumpeconomics”. Fears, tariffs, austerity and recession talks are back. Bearish sentiment is at its highest since 2022, with GDP forecasts signaling contraction.
Meanwhile, technicals suggest the market is oversold, with the S&P 500 slipping below its 200-day moving average, an event seen only twice since the bull market began in 2022. Is more downside ahead?
