Section
Energy & Natural Resources
996 posts
Oil Prices on the Way Down
Low oil prices are welcome news to most households, but not producers.
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...
Oil’s Crossroads: Why Eric Nuttall Thinks Short-Term Wobbles Hide a Bigger Opportunity
After a quiet summer, Eric Nuttall of Ninepoint Partners returned with back-to-back updates on September 4 1 and…
Stuck on Empty: How M&A Could Jumpstart Canada’s Oil & Gas Sector
by SIACharts.com The oil and gas sector is facing a less visible but increasingly important challenge to long-term…
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
Oil is probably not the market’s biggest threat
In this article, Russ Koesterich discusses the recent movement in oil prices and the commodity’s relationship to stocks within the broader economy
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Oil moves on Middle East tensions, but other markets stay the course
by Invesco Global Market Strategy Office Key takeaways Middle East - Tensions remain high, but a sustained rise in…
Mirror-Image Quarters and Iran
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
The Market’s Misdiagnosis: Why Canadian Oil Is Mispriced, Misunderstood, and Marching Toward a Merger Boom
Let’s start with the obvious: Cole Smead is not Canadian, not an energy executive, and certainly not the…
Independent Power Producers in an Electricity Bull Market
by Thomas Shipp, Head of Equity Research, LPL Research Rising Utility: Independent Power Producers in an Electricity Bull…
Private Market Values in Energy
by Cole Smead, CFA, CEO, Smead Capital Management Dear fellow investors, The investors of Smead Capital Management believe,…
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
