energy

A side effect of Russia’s invasion of Ukraine has been the jump in oil and gas prices. The result is basically a global Putin carbon tax. Albeit with the proceeds...

Historically, fuel consumption has been on a modest scale, but growing urbanisation has led to rising fuel consumption by households, including wood, coal, coke and...

My beat at Fat Tail Investment Research is looking for beaten-up/out-of-favour ASX 200 stocks and analysing the macroeconomic environment. Having a good grip on macro...

Russia's invasion of Ukraine and the subsequent sanctions have enormously affected energy and broader commodity markets. Emmanuel Datt of Datt Capital explores three...

With financial conditions poised to tighten from current levels, investors can expect poor risk-adjusted returns from equities and volatility in capital markets. So,...

Anthony Kavanagh from Chester Asset Management reckons he’s found a company trading at a discount to book value, with tailwinds in key end markets. If that sounds like...

Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...

Imagine investing in the internet in its infancy, or taking a bet on a local buy-now-pay-later darling before it captured the country's attention. Well, Australia...

There are three prices that ultimately matter for the world, explains Andrew Canobi from Franklin Templeton. The price of oil, the value of the US Dollar, and the US...

We are now in the mid-cycle. Morgan Stanley believes investors should be rotating within their equity allocation to be more aligned to the cyclicality of the current...