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17 October 2024

Natalia Luna

Senior Thematic Investment Analyst, Global Research

Power hungry AI - investment implications in the era of energy transition

Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
Read time - 2 min
14 October 2024

Steven Bell

Chief Economist, EMEA

UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?

Why we expect the pace of rate cuts to slow.
8 October 2024

The climate risk ‘hot potato’– which sector will be left with burnt fingers?

A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.