Section
Energy & Natural Resources
1064 posts
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Where Conviction Meets Its Price: BMO GAM's Adatia on AI, Oil, and the Mega-Merger Markets Are Watching
In his weekly commentary dated October 26, 20261, BMO Global Asset Management CIO Sadiq Adatia confronts a question…
When scarcity meets electrification: Why critical resources are becoming strategic assets
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson As electricity demand accelerates, investors are increasingly focused on…
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.
Oil Reserves Are Getting Thin
Oil stocks can't replace oil flows forever.
Energy Leads, CNQ Delivers: The Technical Picture Behind a Standout Rally
by SIACharts.com Canadian Natural Resources ranks 3 out of 62 in the S&P-TSX 60 Index Report’s Favored Green…
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
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,…
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…