Section
Energy & Natural Resources
979 posts
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
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...
Energy Prices Are Creating Discomfort
by Carl R. Tannenbaum, Chief Economist. Northern Trust Resurgent energy prices could contribute to higher for longer monetary…
The Global Energy Complex is Complex
by Hubert Marleau, Market Economist, Palos Management September 29, 2023 A few weeks ago, I argued that the…
Oil Stock Disconnect
by William Smead, Smead Capital Management Dear fellow investors, Some very peculiar price action has been occurring in…
What's next for oil prices and energy?
by Maurice FitzMaurice, Sector Portfolio Manager, Energy, Fidelity Investments A Fidelity portfolio manager shares his outlook. Key takeaways…
Financing a Sustainable World: Global Banks Take Center Stage
by Tiffanie Wong, CFA, Director—Fixed Income Responsible Investing Portfolio Management; Director—US Investment-Grade Credit Patrick O'Connell, CFA, Director—Fixed Income…
An Update On Energy-Related Stocks
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today's blog post…
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
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…
Energy Investors are Jaded
by Cole Smead, Smead Capital Management Dear fellow investors, My colleague Albert Starshak and I headed to one…
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…
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, &…
RBC GAM: The Global Investment Outlook (Summer 2023)
by Dan Chornous, CIO, and Team, RBC Global Asset Management Copyright © RBC Global Asset Management
Buy Energy. I am.
by Cole Smead, Smead Capital Management Dear fellow investors, In October 2008, Warren Buffett penned an op-ed in…
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
