Section
Rare Earth Elements
5 posts
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…
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…
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.
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…
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…
Rare Earth Restrictions
by Vaibhav Tandon, Senior Economist, Northern Trust China has a leverage over the United States in the market…