Section
Energy & Natural Resources
1057 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.
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…
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…
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
Europe's Winter Gas Anxiety
Low gas inventories will be a worry throughout the winter ahead.
Trade Risks, Rising Costs, and the AI Inflection: What's Changed and What Hasn't
When President Xi Jinping arrived in Washington last week for his first state visit in a decade, markets…
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…
Devon Energy Breaks Higher as Energy Sector Leadership Builds
by SIACharts.com Devon Energy Corp. (DVN), which trades on the New York Stock Exchange, is a U.S. oil…
Chevron Is Crushing the S&P 500—And Momentum Is Accelerating
by SIACharts.com Chevron Corp. (CVX) has demonstrated improving relative strength within the SIA S&P 500 Index Report. The…
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
The Cartographer Returns: Reading MUFG's Atlas of 2026
Maps that matter for markets in 2026