Section
Energy & Natural Resources
994 posts
Energy Markets in View
by Frederick Fromm, CFA, Franklin Templeton Investments Commodity Markets in Disarray Commodities have been soaring since the second…
March 8, 2022
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...
Sell Energy Stocks? The Time May Be Approaching
by Lance Roberts, RIA Sell energy stocks? Such certainly seems counter-intuitive advice given high oil prices, geopolitical stress,…
March 3, 2022
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
March 1, 2022
Brian Wesbury: Thoughts on Ukraine
by Brian S. Wesbury – Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios They…
February 28, 2022
Has Oil Gotten Ahead of Itself?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Of course, the backdrop right now is Russia—a large petroleum-producing country—threatening…
February 16, 2022
Industrials: Decarbonization
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. In Part Three of this four-part series, global equity analyst…
February 9, 2022
Decarbonomics: The Greenflation Battle is Just Beginning
Copyright © TS Lombard About TS Lombard TS Lombard formerly known as Lombard Street Research is a macroeconomic…
January 17, 2022
Climate Change: The Commodities Dimension
by Michelle Dunstan, Chief Responsibility Officer, Senior Investment Advisor—Global ESG Improvers Strategy, AllianceBernstein Commodities, by virtue of their…
December 28, 2021
Energy Bandwagon and Bankers
by Cole Smead, Smead Capital In 2014, famed UK stock picker Terry Smith wrote a piece titled, Shale:…
November 16, 2021
Running a Fossil Fuel Business Isn't What It Used to Be
by Frank Holmes, CEO, CIO, U.S. Global Investors September 20, 2021 It’s becoming more and more difficult to…
September 22, 2021
18 Nicolas Piquard on The Bull Case for Uranium (and Uranium Stocks)
Listen on the move: Nicolas Piquard, Vice President, and Portfolio Manager at Horizons ETFs joins us for…
September 7, 2021
Full Speed Ahead: The Great Energy Transition
While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.
June 23, 2021
BofA: Oil's All About The Benjamin
by Francisco Blanch, Warren Russell, et al, Bank of America Securities Brent prices should average $68/bbl in 2021…
June 22, 2021
Will the Energy Sector Evolve or Devolve?
by Susan Hutman, Director, Investment Grade Corporate Credit Research, Fixed Income Responsible Investing, AllianceBernstein Change in the White…
February 22, 2021