View: Source Alternative assets have reshaped modern portfolios. Assets under management (AUM) for alternative assets is projected to reach close to $30 trillion by 2029, with private equity projected to double in AUM to $12 trillion by then(1). The premise for an allocation into alternative assets rests upon a few key ideas: Diversification Lower correlations to traditional assets Enhanced returns of …
Continue ReadingView: Source Due to the slower uptake of costly EVs there will still be demand for ICE vehicles and platinum group metals. It has been almost a decade since the Paris Accords, a global climate change risk mitigation agreement, were adopted by more than 190 countries, seemingly marking the beginning of the end for industries such as platinum group metal (PGM) …
Continue ReadingView: Source The Brazilian government will create a commission to develop a comprehensive map of the country’s mining potential, particularly focusing on so-called critical minerals, as the topic is gaining prominence in the wake of trade tensions with the US. “I recently read an article saying that the United States is interested in Brazil’s critical minerals. Well, if I don’t even know …
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