Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary 2-week access. Our latest macroeconomic insights Commodities Update Six key questions about the sell-off in precious metals We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and... 3rd February 2026 · 4 mins read Commodities Update The higher gold goes, the harder it could fall It’s notoriously hard to objectively value gold, and it’s plausible that the rapid ascent in gold prices could reflect a paradigm shift in demand. In fact, if gold prices were to follow the trajectory... 30th January 2026 · 5 mins read Global Markets Update Rally in South African assets to run out of steam After a record-breaking year, we think the rally in South African assets will lose momentum, given that there is little scope for risk premia to compress much further and we expect precious metals... 29th January 2026 · 5 mins read Asset Allocation Update How big is the threat to global markets from JGBs? Although further weakness in JGBs might have implications for financial markets outside Japan, we doubt the global fallout would be large for four reasons. 21st January 2026 · 5 mins read Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Commodities Update Six key questions about the sell-off in precious metals We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and... 3rd February 2026 · 4 mins read
Commodities Update The higher gold goes, the harder it could fall It’s notoriously hard to objectively value gold, and it’s plausible that the rapid ascent in gold prices could reflect a paradigm shift in demand. In fact, if gold prices were to follow the trajectory... 30th January 2026 · 5 mins read
Global Markets Update Rally in South African assets to run out of steam After a record-breaking year, we think the rally in South African assets will lose momentum, given that there is little scope for risk premia to compress much further and we expect precious metals... 29th January 2026 · 5 mins read
Asset Allocation Update How big is the threat to global markets from JGBs? Although further weakness in JGBs might have implications for financial markets outside Japan, we doubt the global fallout would be large for four reasons. 21st January 2026 · 5 mins read
