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Q1 2026 Portfolio Performance: +23.0%
The Aurelion Index continued to outperform its benchmark amid a sharp March market downturn.
Apr 1
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Latin America Primer: Why the Region is the Most Obvious Bet for the Next Decade
This is intended to be the most comprehensive piece on the sector. We have dedicated a tremendous amount of effort to producing what we believe is the…
10 hrs ago
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Japan’s Great Reallocation: 3 Ways to Play the ¥1,100 Trillion Shift
Rising volumes, higher interest rates, and inflecting returns meet a powerful demographic tailwind. 3 stocks & 1 basket set to outperform.
Apr 21
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New Position: An Overlooked Winner in a Weakening Consumer Cycle
New Portfolio Addition Amid Oil Shock and AI Uncertainty.
Apr 16
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Global Nickel Primer: A New Bull Cycle Is Inevitable
A comprehensive analysis of the nickel market, from Indonesia's supply dominance to the stocks positioned to benefit from a new cycle.
Apr 14
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Global Fertilizer Primer 2026: Uncovering the Real Threat to Global Farming
Mar 24
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Global Chemicals Primer 2026: Navigating the Year of Uncertainty
Mar 16
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Marex: An Overlooked High Quality Business at an Attractive Valuation
Mar 13
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Jack Maxwell
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The Iran War Playbook: Chemicals, Fertilizers, and 2 New High‑Conviction Stocks
Apr 8
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Amazon’s Moat: Fading or Getting Stronger?
Trading at One of the Lowest Valuation Multiples in Large-Cap Internet.
Apr 10
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The Iran War Playbook: Chemicals, Fertilizers, and 2 New High‑Conviction Stocks
Amid a potential ceasefire and reopening of Hormuz, this report aims to provide the most comprehensive analysis of the supply disruption driven by the…
Apr 8
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The Aurelion Index Is Now Live on Plutus
Our actively managed global equity strategy can now be replicated in real time within your brokerage account.
Apr 7
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Global Drone Primer 2026: Navigating the Shift Toward Autonomous Defense
We are in the early innings of A high-growth market driven by defense spending, autonomy, and evolving security needs.
Apr 2
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Macro Update: The Big Picture on Oil Markets
Why the market is drastically underpricing the worst oil supply shock in modern history.
Mar 31
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Our Highest Conviction Insurance Idea for 2026
A Small-cap and Under-followed Canadian Life Insurer: Trading at a 25% Discount to Fair Value, Even After a Conglomerate Discount.
Mar 30
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Global Fertilizer Primer 2026: Uncovering the Real Threat to Global Farming
We believe behind the daily headlines of shipping disruptions lies a fundamental threat to the agricultural supply chain that has yet to be fully priced…
Mar 24
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Aurelion Research
Independent research on global equities and commodities by former investment fund analysts. Aurelion Index +119% since July 2025.
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