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Energy & Natural Resources
957 posts
For the US, this has been ‘the summer of our disinflation’
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US disinflation. Lower-than-expected inflation and falling inflation expectations…
August 17, 2023
Energy Investors are Jaded
by Cole Smead, Smead Capital Management Dear fellow investors, My colleague Albert Starshak and I headed to one…
July 27, 2023
Ontario's Nuclear Renaissance a Cheat Sheet for US to Decarbonize Effectively
According to Doomberg1, in 2009, the Legislative Assembly of Ontario passed the Green Energy Act (GEA), a bill…
July 26, 2023
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
by Victoria Higley, Institutional Equity Portfolio Manager, Owen Murfin, Institutional Fixed Income, Portfolio Manager, MFS Investment Management, &…
July 23, 2023
RBC GAM: The Global Investment Outlook (Summer 2023)
by Dan Chornous, CIO, and Team, RBC Global Asset Management Copyright © RBC Global Asset Management
June 21, 2023
Buy Energy. I am.
by Cole Smead, Smead Capital Management Dear fellow investors, In October 2008, Warren Buffett penned an op-ed in…
June 7, 2023
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
May 11, 2023
Mapping the Leading Electricity Sources in the US and Canada
In an article by Selin Oguz at Visual Capitalist, the differences in electricity generation between the United…
April 20, 2023
An Unconventional Energy Transition Approach
As we continue to face the consequences of climate change, investors are increasingly interested in supporting companies committed…
February 21, 2023
Global energy: Upcycles, mini-cycles and opportunities
by Craig Beacock, and Kathrin Forrest, Capital Group Is there more fuel in the tank for energy stocks?…
February 7, 2023
ESG Outlook 2023
by Sarah Hargreaves, Head of Sustainability, Commonwealth Financial Network Following two years of explosive growth, investments incorporating environmental,…
December 27, 2022
Generational investment opportunity, Adapting portfolios for market & inflation volatility, ETFs & strategies
Recently, at the ETFInsight/Credo 9th Annual ETF Conference we had the honour and pleasure of catching up in…
December 27, 2022
Ignition! Fusion Energy Comes Closer to Being a Reality, With Exciting Investment Opportunities
by Frank Holmes, CEO, CIO, U.S. Global Investors If all of your attention was consumed by Sam Bankman-Fried’s…
December 18, 2022
Crude Tanker Rates Could Reach a Jaw-Dropping $200,000 a Day Next Year
by Frank Holmes, CEO, CIO, U.S. Global Investors Over the past 12 months, global container shipping rates have…
December 4, 2022