Section
Energy & Natural Resources
1042 posts
Canadian Energy ETFs Rally on Gulf Standoff, But Flows Tell a More Complicated Story
Canadian energy funds staged their strongest week in months last week, with the sector rising 5.45% and extending…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
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.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
Energy Beyond the Crisis: Seven Themes to Watch
by Jeff Scott Wyll, Senior Research Analyst & Ronald B. Silvestri, Senior Research Analyst, Neuberger Energy security, restocking…
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
Energy’s Rally Comes with a Yield Bonus Worth Noting
by SIACharts.com The S&P/TSX Composite Index has been getting attention for its record highs this month, and energy…
The Electricity Tipping Point & the Next Energy Boom
by Lucas White, Portfolio Manager, GMO LLC Introduction Electricity demand is surging all over the world. To meet…
Black Gold Gets Crude Awakening
by Hubert Marleau, Market Economist, Palos Management Last week I wrote that: “the stock market was heading into…
Oil Rebounds as Global Supply Risks Intensify
by Adam Turnquist, Chief Technical Strategis, LPL Research Oil has staged an impressive rebound this month as the conflict…
Is America Energy Rich, Power Poor?
by Ed d'Agostino, Mauldin Economics Water, water, everywhere, nor any drop to drink." — Samuel Taylor Coleridge, The…
Phillips 66 Defies Energy Sector Weakness—Is $216 Next?
by SIACharts.com Phillips 66 appears to be exhibiting positive technical characteristics, supported by a SMAX score of 9…
The Energy Market's False Reprieve
Why a ceasefire changes the near-term mood but not the structural story
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
Crude awakening: The Iran conflict’s aftereffects will linger long after it’s over
Raymond James Senior Investment Strategist Pavel Molchanov examines the longer-term ripple effects of the US-Iran conflict
The Longevity Reckoning: Why Oil and Gas Reserves Are Back at the Center of Investor Calculus
By AdvisorAnalyst.com Editorial Team For the better part of a decade, the oil and gas industry operated under…