Section
Metals
70 posts
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
A Metal in High Demand
Copper production cannot keep pace with its many uses.
The Walls Are Closing In: Robert Friedland on Copper's Monumental Reckoning
Robert Friedland, founder of Ivanhoe Mines and one of the most consequential mining entrepreneurs of the last four…
Copper Supply Faces First Annual Decline Since 2017
by Frank Holmes, CEO, CIO, U.S. Global Investors Copper set another record this week. Three-month metal on the…
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
The Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
Ninepoint Partners’ Mid-Year Outlook 2026: Repricing the Future
A new regime has arrived. The consensus that began 2026 — inflation drifting back to target, central banks…
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachs’ Daan Struyven argues1 the move isn’t…