Section
Oil and Gas
896 posts
Running a Fossil Fuel Business Isn't What It Used to Be
by Frank Holmes, CEO, CIO, U.S. Global Investors September 20, 2021 It’s becoming more and more difficult to…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Quail Pricing in Oil Assets
by Cole Smead, Smead Capital Management On the insistence from a friend and a colleague, I watched the…
BofA: Oil's All About The Benjamin
by Francisco Blanch, Warren Russell, et al, Bank of America Securities Brent prices should average $68/bbl in 2021…
Will the Energy Sector Evolve or Devolve?
by Susan Hutman, Director, Investment Grade Corporate Credit Research, Fixed Income Responsible Investing, AllianceBernstein Change in the White…
Why the Future Still Means Fossil Fuels, for Now
by Fred Fromm and Matthew Adams, Franklin Equity Group, Franklin Templeton Despite some news reports that suggest the…
MacroView – The Energy Rally Is Likely Premature
by Lance Roberts, RIA The rally in energy companies is likely premature. To understand why such may be…
Extraordinary Opportunity: Investing in the Great Energy Transition
While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.
Canada’s changing energy sector
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Brett Gustafson, Richardson GMP Canada’s energy sector has gone…
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
Opus Virus: Destruction-to-Restoration-to-Reformation.
by Hubert Marleau, Market Economist, Palos Management What Happened In the Market Last Week: Everybody should know by…
Here’s Why 2/3rds of US Oil & Gas Companies May not Exist a Year from Now
by Bryce Coward, CFA, Knowledge Leaders Capital Energy companies are facing a life or death moment in 2020…
Oil Prices Fall Below Zero
by David Kastner, CFA, Managing Director, Senior Investment Strategist, Charles Schwab & Company Oil prices fell below zero…
U.S.-Iran Conflict: What It Means for Oil
by Dillon Culhane, AGF Management Ltd. Dillon Culhane discusses the impact on oil of the escalating conflict between…
Roil over oil? How rising Iran-U.S. tensions could impact markets
by Paul Eitelman, Russell Investments On the latest edition of Market Week in Review, Senior Investment Strategist Paul…
Niels Jensen: Addicted to Oil?
by Niels Jensen, Absolute Return Partners LLP We aren't addicted to oil, but our cars are. R. James…
