Section
Energy & Natural Resources
994 posts
Why the Future Still Means Fossil Fuels, for Now
by Fred Fromm and Matthew Adams, Franklin Equity Group, Franklin Templeton Despite some news reports that suggest the…
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...
MacroView – The Energy Rally Is Likely Premature
by Lance Roberts, RIA The rally in energy companies is likely premature. To understand why such may be…
Extraordinary Opportunity: Investing in 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.
Smead’s Folly Becomes Newsom’s Folly
by William Smead, Smead Capital Management We became extremely bearish on energy in 2011. At the time, we…
Canada’s changing energy sector
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Brett Gustafson, Richardson GMP Canada’s energy sector has gone…
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
What Plunging Oil Prices Mean for Energy Bonds
by Gershon Distenfeld, Co-Head, Fixed Income, AllianceBernstein On April 20, the price of oil skidded into negative territory…
Implications of the Coronavirus for Natural Resource Investors
by Fred Fromm, Franklin Templeton Investments There’s no question the Novel Coronavirus has brought suffering to many people,…
Roil over oil? How rising Iran-U.S. tensions could impact markets
by Paul Eitelman, Russell Investments On the latest edition of Market Week in Review, Senior Investment Strategist Paul…
Niels Jensen: Addicted to Oil?
by Niels Jensen, Absolute Return Partners LLP We aren't addicted to oil, but our cars are. R. James…
Earnings season is beating expectations. How low were the expectations?
by Erik Ristuben, Russell Investments Q1 U.S. GDP number blow past expectations. Why did markets fail to respond?…
What Impact Chair Powell's Speech May Have on Rates, and a Look at Natural Gas Prices
Stock markets around the world have run into a number of headwinds this year that have led to…
The Crude Reality of Oil’s Bear Market
Oil has garnered a lot of attention from market watchers in recent weeks after entering a bear market…
Why the energy stock selloff may be overdone
Unless oil prices collapse, energy stocks now appear to be cheap, as Russ explains. While much ink has…
There is a Huge Disconnect Between Energy Credit and Equity
by Stephen Vanelli, CFA, Knowledge Leaders Capital Oil prices have swung drastically over the last couple months. The…
