On July 8, Andrew Pyle, Senior Investment Advisor & Portfolio Manager at CIBC Wood Gundy, joined BNN Bloomberg to provide an outlook on the markets for H2 2026.
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July 9 - Hedge Funds, News
Earlier in the year, Fundstrat managing partner Tom Lee touted energy and basic materials as top sectors for the year.
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June 25 - Dividend Stocks, Hedge Funds, News
Copper has moved from a traditional industrial-cycle commodity to one of the key materials behind the AI and electrification buildout.
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June 17 - Hedge Funds, News
On June 4, 2026, Reuters reported that President Donald Trump invoked the Defense Production Act, a 1950 law granting presidents broad authority over industries deemed critical...
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June 6 - Hedge Funds, News
The next great investment battle may not be fought over artificial intelligence software or electric vehicle brands — it could be fought over the metals powering the entire ...
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June 3 - Hedge Funds, News
On May 15, Bloomberg reported that silver dipped below $80 per ounce, capping a turbulent week of rapid swings.
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May 28 - Hedge Funds, News
The global supply of mined uranium is highly consolidated, with the top three producing nations alone accounting for roughly 75% of the total output worldwide.
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May 20 - Lists, News
Gold has experienced a sharp selloff following the commencement of the war in the Persian Gulf.
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April 29 - Hedge Funds, News
Precious metal stocks are back on investors’ radar amidst uncertainty.
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April 29 - Hedge Funds, News
BHP Group Limited (NYSE:BHP) is one of the best copper stocks to invest in now.
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April 27 - News
He was of the view that there are two things going on at the present, with the first being a physical shortage.
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April 25 - Hedge Funds, News
Fertilizer supplies are under pressure amid disruptions to shipping routes due to the war in the Middle East.
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March 30 - Hedge Funds, News
The company is to divest 100% of San Manual property in Arizona.
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March 6 - News
Coal stocks have been under pressure as the industry faces multiple headwinds related to the use of coal in the US in thermal power plants. The U.S.
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March 5 - Hedge Funds, News
BHP Group (NYSE:BHP) is one of the biggest mining companies in the world.
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December 15 - News
While the Federal Reserve cut interest rates in the US a couple of days back, in Australia, the trend appears to be moving in the opposite direction.
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December 14 - News
BHP Group (NYSE:BHP) is one of the best copper stocks to buy right now.
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December 8 - News
BHP Group Limited (NYSE:BHP) is one of the best performing ASX stocks in 2025.
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September 30 - News
Australian equities have delivered strong returns in 2025. The S&P/ASX 200 Index is up 7.15% year-to-date, and about 20% above the April 7 slump.
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September 30 - Hedge Funds, News
The newly announced $53 billion merger between Anglo American and Teck Resources, which intends to build a copper-focused powerhouse, seemed unlikely to be disrupted by BHP Group...
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September 19 - News
The most recent forecast from the Energy Information Administration (EIA) predicts that the demand for power in the United States will surpass previous records in 2025 and 2026...
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September 18 - Hedge Funds, News
We came across a bullish thesis on BHP Group Limited on The Value Beehive’s Substack by The Bee. In this article, we will summarize the bulls’ thesis on BHP.
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September 16 - News, Stock Analysis
BHP Group Limited (NYSE:BHP) priced a $1.5 billion senior unsecured bond offering in the U.S.
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September 12 - News
BHP Group Limited (NYSE:BHP) is one of the Best Mining Stocks to Buy According to Hedge Funds.
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September 11 - News
Uranium is back in the spotlight, as a surge in demand coupled with supply disruptions has made it one of the best-performing commodities in recent months.
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September 10 - Hedge Funds, News
According to PwC, the broader mining industry has been expanding its horizons as it provides the critical materials that support fundamental human needs.
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September 9 - Hedge Funds, News
BHP Group Limited (NYSE:BHP) is among the 7 Best Manganese Stocks to Buy Right Now.
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August 27 - News
Manganese stocks are shares of publicly traded companies that extract, process, or sell manganese, a vital metal used in the production of steel and electric vehicle batteries...
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August 24 - Hedge Funds, News
BHP Group Limited (NYSE:BHP) is among the 12 Best Australian Stocks to Buy Right Now.
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August 17 - News
Australia’s S&P/ASX 200 index advanced 0.53% on Thursday to close at 8,873.80, with investors buoyed by gains in the banking sector, amid robust earnings and renewed hopes for...
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August 15 - Hedge Funds, News
BHP Group Limited (NYSE:BHP) is one of the best copper stocks to buy according to hedge funds.
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August 13 - News
Stocks exposed to copper production could be the biggest winners as US President Donald Trump imposes 50% tariffs on the metal.
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August 12 - Hedge Funds, News
BHP Group Limited (NYSE:BHP) is among the 11 Best Copper Stocks to Buy Now.
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June 29 - News
In its Global Trade Update (May 2025), the UN Conference on Trade and Development (UNCTAD) cautioned that a lack of copper could impede the world's transition to sustainable energy...
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June 26 - News
The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek.
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May 14 - Hedge Funds, News
On Friday, Jim Cramer, host of Mad Money, revisited the recent turbulence in artificial intelligence stocks, three months after the emergence of DeepSeek, a Chinese AI firm that...
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April 30 - Hedge Funds, News
Nickel is a metal that is used extensively in manufacturing. It is a key component of stainless steel and is valued for its corrosion resistance.
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April 27 - Hedge Funds, News
Nuclear power is making a notable comeback. More than 20 countries pledged to triple nuclear energy by 2050 at the COP28 summit.
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April 21 - Hedge Funds, News
The U.S. stock market has changed rapidly since the new president took control of the Oval Office.
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April 4 - Hedge Funds, News
In December 2024, Ausbil Investment Management Limited released its equity market outlook 2025.
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March 9 - Hedge Funds, News
At the heart of industrial growth lies the global mineral market, as there is a strong demand for essential metals in technology, clean energy, and infrastructure.
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February 14 - Business, Commodities, Hedge Funds, Industries, News
Vanguard believes that Australia's economy remains well-placed to recover gradually in 2025 after the broader economy witnessed its slowest growth in 32 years in 2024 amid sticky...
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February 11 - Hedge Funds, News
Research by The Business Research Company estimates the coal market to grow by 2.6% in 2025, reaching a market value of $669.84 billion.
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January 30 - Hedge Funds, Industries, News
According to a report by the Australian Bureau of Statistics (ABS) published on December 4, 2024, the Australian economy grew by 0.3% in the September quarter of 2024, which marked...
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January 30 - Hedge Funds, News
According to a report by Vanguard published on January 24, Australia's economy is expected to experience a gradual recovery in 2025, following its slowest growth in 32 years in...
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January 26 - Hedge Funds, News
Potash is a group of minerals and chemicals that contain potassium, a vital nutrient for plants and animals.
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January 11 - Hedge Funds, Industries, News
The global demand for uranium is accelerating, driven by advancements in artificial intelligence (AI) and the electrification of industries.
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January 8 - Hedge Funds, Industries, News
Copper is recognized as a critical metal due to its extensive applications, particularly in electrical wiring and renewable energy infrastructure.
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December 12 - Hedge Funds, Industries, News
Coal is highly valued for its energy content and is widely used across the globe for electricity generation, as well as for the production of steel and cement.
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September 26 - Business, Commodities, Hedge Funds, Industries, News, Stock Analysis
According to a report by the Australian Bureau of Statistics, Australia’s economy is growing at a sluggish pace as GDP for the June quarter increased by just 0.2%, bringing ...
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September 18 - Hedge Funds, News