Rachelle Thielman

In investing, the most important trends are often not the loudest ones. While markets move from one headline to the next, some shifts develop slowly and steadily beneath the surface. Copper may be one of those shifts. For decades, copper has been viewed primarily as a cyclical industrial metal. It rises when economies expand and falls during recessions. That part has not changed. What may be changing is the structural backdrop against which those cycles unfold. Copper sits at the center of...

If you only watch the headlines, markets sound uncertain. Interest rates are still high, inflation seems better but not “solved,” and economists switch between optimism and caution almost every week. Yet, while all this noise grabs attention, something more important has been happening quietly underneath. Some companies are simply still winning . Not because markets are calm, but because their business models meet real economic needs, lending money when banks won’t, powering the digital...

Blackstone, one of the world’s leading alternative asset managers, is doubling down on energy infrastructure at just the right moment. It...