Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - The focus is on identifying and analyzing companies that can play a significant role in today's geopolitics and leverage their intellectual property to become future leaders [1] - The investment strategy targets growth companies, particularly in the mid-cap segment, with a focus on sectors such as biotechnologies, computer chips, cloud technology, energy, and commodities [1] - A systematic balance sheet analysis will be conducted, as growing businesses often struggle with funding, while a stress test will be used to evaluate the safety of each business model [1] Group 2 - Long-term capital appreciation is prioritized over short-term speculation, indicating a strategic investment approach [1] - The analyst has a background in communication and an MBA, enhancing the quality of insights shared [1] - The analyst aims to provide extensive coverage on the relevant themes and welcomes feedback to improve the analysis [1]

Core Viewpoint - The strong performance of gold, particularly through the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN), is expected to continue into 2026, with GDMN surging nearly 42% since the start of the year [1]. Group 1: Gold Price Dynamics - The World Gold Council (WGC) suggests that while the recent increase in gold prices may require a pause, ongoing investment demand is anticipated for 2026, driven primarily by geopolitical factors and potential inflationary pressures [2]. - Factors such as lagged tariff impacts and a tight labor market could reignite inflation, which may further boost gold prices [4]. Group 2: Fiscal and Economic Influences - Prospective fiscal support, including renewed Affordable Care Act (ACA) subsidies and tariff 'dividend checks' ahead of mid-term elections, could contribute to looser financial conditions, supporting gold prices [5]. - The current low household debt servicing ratios and reduced corporate debt funding needs indicate a more favorable environment for gold investments [5]. Group 3: Market Trends and ETF Flows - Global gold ETF flows have shown significant support, with an addition of 120 tons in January, bringing total holdings to a record value of US$669 billion, primarily driven by inflows from Asia (62 tons) and North America (43 tons) [6].

For Europe's oil ang gas firms geopolitics is in the driving seat - analyst Proactive uses images sourced from Shutterstock JP Morgan sees geopolitics reclaiming the driver’s seat for European oil and gas equities, arguing that a higher risk premium has helped push oil prices up, and dragged energy shares higher year-to-date in the process. The bank's analysts, in a note, said the sector’s recent performance has “re-coupled to rallying oil prices” after a stretch of “positive decoupling” in the second ha ...

Market Analysis by covering: Cameco Corp, Meta Platforms Inc, Uranium Futures, Vistra Energy Corp. Read 's Market Analysis on Investing.com ...

Getty Images By Elior Manier Participants are still digesting the latest tariff developments and despite today's rebound, remain in a cloudy environment. Geopolitics is still under pressure as long as the massive US armada remains amassed in the Middle ...

The Flow Show Rock the Geopolitics Scores on the Doors: oil 16.2%, gold 14.6%, commodities 11.8%, international stocks 8.8%, govt bonds 1.4%, IG 1.4%, HY 1.1%, cash 0.5%, US 0.2%, US$ -0.4%, bitcoin - 23.6% YTD. Tale of the Tape: stocks traded AI leaders only in '24/'25, in '26 trading AI leaders and laggards… long "builders" (semis/materials) & short "spenders" (Mag7), long "adopters" (banks) & short "disrupted" (software); once market cap of laggards exceeds market cap of leaders no good for SPX; contrari ...

Citi Research February 16, 2026 Geopolitics, politics, to drive the oil market in 2026 - OPEC+ spare capacity buffers the upside, 'peace deals' can drive substantial downside Maximilian Layton AC Global Head | Commodities max.layton@citi.com +44 20 7986 4556 Anthony YuenAC Energy Head anthony.yuen@citi.com +852 2501 2731 Francesco MartocciaAC Energy Strategy francesco.martoccia@citi.com +39 02 8906 4571 Eric G. LeeAC Energy Strategy eric.g.lee@citi.com +1 212 723 1474 Arkady GevorkyanAC Commodities Strategy ...

February 23, 2026 02:12 PM GMT Cross-Asset Spotlight | Global AI & Geopolitics Signals, Flows, & Key Data: A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Last week, the S&P Equal-Weighted Index reached all-time highs, US Treasuries sold off in a bear-flattening move and oil rose to its highest level since August. Key highlights from last week: | | As of Feb | | Q4 2026 Forecast | | | Q4 2026 Return Forecast | | Volatility | Base Case | ...

Core Insights - Quantum Critical Metals Corp. has appointed Melissa Sanderson to its Technical Advisory Committee, enhancing its technical and strategic capabilities in critical minerals [1][4] Group 1: Appointment and Expertise - Melissa Sanderson is recognized for her expertise in critical minerals, rare earth elements, sustainability, and Indigenous issues affecting global resource development [2][4] - Her background includes senior executive roles in mining, government service, and academia, providing a comprehensive perspective on geopolitics and market strategy [2][3] Group 2: Strategic Importance - The appointment comes at a time when securing critical mineral supply chains is increasingly important for governments and industries [4][5] - Sanderson's experience in leveraging investor and government relationships will aid Quantum in navigating market entry and expansion strategies [4] Group 3: Company Overview - Quantum Critical Metals Corp. focuses on advancing critical metals projects essential for next-generation technologies, with a portfolio that includes various promising assets in Canada [7][8] - The company aims to support the transition to a secure and sustainable critical metals supply in the West [8]