Section
Energy & Natural Resources
995 posts
Ninepoint Energy Strategy Update - June 2025
In this upcoming webinar, Eric Nuttall, Partner, Senior Portfolio Manager at Ninepoint Partners shares his latest views of the energy market and elaborating...
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Twilight of U.S. Shale and the Coming Energy Windfall
The world is waking up to an inconvenient reality: the shale revolution is ending. The relentless march of…
Natural Gas is on Fire: The 106% Rally No One Can Ignore
by SIACharts.com Another week of trading is in the books, and we find the Natural Gas Continuous contract…
The state of the energy transition: Where are we now?
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson While the politics of climate are changing, the prevailing…
OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
The world is awash in energy ignorance. Oil demand is at all-time highs. Inventories are scraping historic lows. And yet, the prevailing narrative...
Ninepoint Energy Strategy Update: Fueling the Energy Expansion
In this webinar replay, Eric Nuttall, Partner, Senior Portfolio Manager at Ninepoint Partners shares his views of the energy market and elaborating
Canada’s Energy Handcuffs: A Crisis of Our Own Making
There’s an old saying about not biting the hand that feeds you. Yet, in the latest chapter of…
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Natural Gas Explodes: How the Winter Surge is Driving Energy Stocks Higher
by SIACharts.com In the November 19th edition of the Daily Stock Report, Cheniere Energy Inc. (LNG) and the…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Middle East, and Oil
Global oil markets are working through many disruptions. by Carl Tannenbaum, Chief Econmist, Northern Trust Jimmy Carter turned…
Denise Chisholm: Energy is not a Recovery Play
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Many energy investors consider the group a “recovery…
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
When Smart Money is Wrong
by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…
Energy's Shifting Sands
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. While Canadian energy companies have proven resilient, the recent…
