energy

It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...

Part of the Allan Gray investment philosophy is, in their own words, to “resist trends and uncover opportunities in areas where nobody else is looking, which puts us...

With close to 20% of our portfolio exposed to the energy sector, this has been by far our largest performance detractor over the last year. Over the past 10 years, the...

Bloomberg just published another stark reminder of the shifting landscape for energy generation – fossil fuels have a limited time as viable sources of energy. And I’m...

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting...

2018 has proven to be a tumultuous year for the Australian equity market. Key themes driving the market’s decline and heightened volatility have included the increase...

As we close the door on a difficult 2018 in equity markets, attention turns to the year ahead. In our inaugural Livewire contribution, we thought we’d introduce what...

The silver lining of the weak commodity prices between 2011 and 2016 was that many companies within the natural resources sector were forced to become much more...

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what...

In the electricity sector, new technologies and policies aimed at reducing carbon emissions introduce the risk that existing assets may be rendered redundant. This...