Long-only commodity exposure delivered through futures is influenced by roll yield and term structure effects, not just changes in spot prices. Curve- and carry-focused frameworks are designed to ...
Nuclear momentum hit a new milestone in April, as two SMR developers broke ground on the first commercial nuclear reactor projects to grace the U.S. in a decade. Despite an uncertain environment, ...
In 2026, currency markets are likely to stay tightly linked to inflation trends, shifting growth expectations, and sudden changes in risk appetite. Why does that matter so much? For South African ...