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Markets Oct 12, 2024

The Impact of "Higher for Longer" Rates on Commercial Real Estate

A deep dive into how the "higher for longer" scenario is reshaping valuations of REITs and commercial properties in major capitals.

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Macroeconomics Oct 05, 2024

Gold vs. Bitcoin: The Role of Safe-Haven Assets in 2024

Comparing institutional investment flows between the traditional safe haven and "digital gold" amid growing geopolitical uncertainty.

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Commodities Sep 28, 2024

Energy Transition: Opportunities in the Copper Supply Chain

Copper is the new oil. We analyze the impending gap between structural supply and exponential demand due to electrification.

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