Emerging market equities have shown strength in the face of “higher for longer” interest rate expectations, and we think the momentum can continue. By Trevor Yates

AI is already being deployed in mining and commodities supply chains, a trend that could bolster the long-term investment cases for these sectors. By Rohan Reddy

Lithium is a key raw material in battery technology, but our trip to Chile revealed that not all lithium resources are created equal. By Trevor Yates and Pedro Palandrani

US industrial production stagnated for decades, but a renaissance is coming. Deglobalization is fueling infrastructure development, automation, and more. By Pedro Palandrani