Section
Rare Earth Elements
4 posts
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
February 13, 2026
Another U.S.-China Flare-Up
by Vaibhav Tandon, Senior Economist, Northern Trust Negotiations are off to a combative start. In high-stakes negotiations, there…
October 22, 2025
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
August 21, 2025
Rare Earth Restrictions
by Vaibhav Tandon, Senior Economist, Northern Trust China has a leverage over the United States in the market…
May 1, 2025