WTR Small-Cap Spotlight Recap - Trends That Could Shape Chemicals and Materials Industries in 2025
On the latest WTR Small-Cap Spotlight, we discussed our high-level views of the specialty chemicals and materials technology industries heading...
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Mat-Chem Notes - Looking Ahead by Looking Back at 2024
Last year was difficult for specialty chemicals and materials stocks, with our WTR-CMI Index posting a rather modest 5% gain for the year, affected...
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Mat-Chem Notes - Growth Remains Elusive as Geopolitics of Battery Metals Heats Up
After the momentous US election, the stock market has rallied on expectations of lower regulations, lower taxes, and a more confrontational...
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The US Elections' Impact on 2025 Outlook - November 13, 2024
While specifics could emerge in the coming months, we expect modest inflationary pressures from expected tariffs on imported goods to be largely...
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Mat-Chem Notes - Supply-Demand Balancing Act and Geopolitics of Energy Transition
In a tough week for the market, the WTR- CMI Index of 30 specialty chemicals and materials technology stocks dipped 0.6%, while the large-cap heavy...
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