Section
Oil and Gas
956 posts
Canada's Sleeping Giant
Mark Carney bets energy infrastructure can hold a fractured country together
Crack Spreads: A Signal Beneath Oil Prices
by Kristian Kerr, Head of Macro and Investment Strategy, LPL Research Additional content provided by Brian Booe, Analyst,…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
ConocoPhillips Is Up 38% This Year—Can Its Rally Survive This Pullback?
by SIACharts.com ConocoPhillips is a global exploration and production company with a diversified Oil and Gas portfolio. Its…
Paying Software Prices for Refinery Economics
by Seamus O'Sullivan, Senior Analyst, Smead Capital Management Dear fellow investors, For a quarter of a century, the…
Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg
Listen on The Move Every move the West makes seems to make things worse — and Doomberg…
Europe's Winter Gas Anxiety
Low gas inventories will be a worry throughout the winter ahead.
The Energy Trade Is Changing: David Szybunka Makes the Case for Going Against the Grain
Six Years In, The Clock Is Still Running When David Szybunka, portfolio manager at Canoe Financial, last appeared…
Energy Hedges the AI Trade
ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.
Energy Markets: Supply Risks Return to the Forefront
by SIACharts.com The energy sector has remained a focal point for investors in recent weeks as escalating tensions…
Data Centre Backlash, Oil's Return, and the Consumer on the Edge
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, addresses three compounding pressures on markets in his…
Market Ethos: Yields, Tariffs, Seasonality and Flows
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager Purpose Investments This one likely has something…
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
Canada's Advantage: Defining Our Place on the Global Stage
Richard Fadden on trade, sovereignty, security, and the long game Canada must play
Three Reasons to Worry — Or Not: NBI's CIO Office Sizes Up the Bull Market's Soft Spots
The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…