Energy

Clime Asset Management

In a world post-2000, we find ourselves operating in the ‘new economy’ following the tech bubble and the GFC. Accordingly, the rules of the game have changed. Investors need to consider persistent low interest rates and low inflation, employment and labour participation shifts, and technological advancements, as well as ageing... Show More

Nikko Asset Management Australia

Nikko AM Australia’s Energy Analyst, Warwick Cumming, recently visited the US to meet with shale oil and gas producers, gas consumers, service providers, consultants and brokers to gain further insights on the dramatic changes in the global energy market. Broadly, the outlook for the major energy commodities is as follows:... Show More

One comment from the MD/CEO's speech is worth digesting: "Ladies and Gentlemen, this is a tipping point in the history of Origin. The energy industry is going through a period of turmoil very similar to the GFC in the Financial Markets. The companies that face up to their predicament, learn... Show More