All Insights
Commodity Watch: When Oceans Move Markets
<p>El Niño and La Niña drive aberrant weather changes worldwide. El Niño causes warmer, drier winters in the north of the US and Canada and more rain in the southeast of the US. La Niña increases rain and floods across the western Pacific Rim (Asia and Australia), causes less rain in Argentina and increases the likelihood of a snow day in NYC. </p>
26 January 2026
Commodity Watch: Beyond the US Private Credit Plateau
<p>Asset classes mature. They change. They morph. And they pivot. Yet their benefits to a portfolio may not necessarily decrease. Rather, their role and form might evolve. Private credit might be going through such a transformation.</p>
22 January 2026
Gemcast Episode 8: Staying Original
<p>In episode 8 of Gemcast, Selim Basak, Co-Founder and Head of Origination at Gemcorp Capital, discusses deal sourcing in emerging markets. </p>
14 January 2026
Commodity Watch: How Fraud Thrives in the Dark
<p>Fraud is up. According to the Federal Trade Commission, consumer fraud was up 4x between 2020 and 2024. Investment scams were the largest category of losses in 2024 at $5.7 billion, up 24% year-on-year. Crypto, AI and social media were the big enablers. The fear of missing out and a frothy market were also culprits. Individual investors were not the only ones hit. </p>
12 January 2026
Commodity Watch: Four Trends of the Physical Asset Fight Back
<p>A lot happened in 2025, perhaps epitomised by the 7 days after Liberation Day when the S&P 500 dropped by 11%, before rallying when tariffs were paused. In retrospect 2025 might be viewed as an acceleration year for secular trends that have been building since COVID.</p>
5 January 2026
Commodity Watch: The New Power Struggle
<p>The struggle for power is here. Not economic or political power. But electric power.</p>
29 December 2025