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Market Wraps
natural gas
Latest news and analysis on natural gas
Commodities
October 12, 2022 09:00
What's happening in commodities?
At one point in 2022, commodities were the only asset class which was positive YTD – as a completely unconstrainted investor, the returns for all H1 2022 were to be...
Max Pacella
Rest Super
October 12, 2022 09:00
Macro
July 27, 2022 13:00
An update on inflation
This wire will provide readers with an "Update in charts" of some of the key components we are monitoring for an easing of inflation. Although brief, this wire...
Hue Frame
Frame Funds Management
July 27, 2022 13:00
Investment Theme
June 09, 2022 12:18
The long-term prospects of natural gas and midstream assets
In October 2020 we published a Global Matters article, Decarbonisation and the infrastructure investment opportunity, in which we discussed how investors wanting to...
Sarah Shaw
4D Infrastructure
June 09, 2022 12:18
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Commodities
November 30, 2021 09:15
Natural gas in demand as Europe’s winter looms
large
As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber. For the sector, a...
AGX1
Antipodes Global Value Active ETF
ASX:AGX1
Followed by
113
people
AGX1
Antipodes Global Value Active ETF
ASX:AGX1
Followed by
113
people
Alison Savas
Antipodes
November 30, 2021 09:15
Equities
October 28, 2021 07:00
Higher prices drive Incitec to a re-rating
Incitec Pivot was one of the Firetrail Absolute Return Fund’s top performers in the September quarter. We remain confident in the near-term prospects for its...
IPL
Dyno Nobel Ltd
ASX:IPL
Followed by
117
people
IPL
Dyno Nobel Ltd
ASX:IPL
Followed by
117
people
Ramoun Lazar
Firetrail Investments
October 28, 2021 07:00
Equities
September 20, 2021 10:22
An undervalued sector embedded in the transition to green
energy
The retrofitting of global energy systems designed to run on fossil fuels is a shift unsurpassed by anything since the industrial revolution. While on the surface it...
Alison Savas
Antipodes
September 20, 2021 10:22
Investment Theme
January 11, 2021 11:21
Gas LDC networks, is the future renewable?
In a series on energy transition and the world’s investible infrastructure assets, we answer questions on energy transition, carbon and climate change, opportunities...
Tim Humphreys
Ausbil
January 11, 2021 11:21
October 28, 2015 12:39
Energy supply glut: Insights from the US
Nikko AM
Amova AM
October 28, 2015 12:39
November 14, 2014 12:44
Global growth prospects for commodities poor, all except natural gas. Commodity prices remain under pressure across all sectors as the dollar continues to rise...
Saxo Capital Markets Australia
Multi-asset trading platform
November 14, 2014 12:44
November 05, 2014 11:31
Mixed start for commodities: natural gas, palladium and soybeans
Saxo Capital Markets Australia
Multi-asset trading platform
November 05, 2014 11:31
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Buy Hold Sell
Buy Hold Sell: 5 giant ETFs rated (VAS, QUAL, NDQ plus
more)
Anna Dadic,
Livewire Markets
Reporting Season
"An awesome result": CEO Andrew Alcock on HUB24’s record $18.9bn
inflows
Keith Ford,
Livewire Markets
Buy Hold Sell
Buy Hold Sell: Hot themes, cold calls - 6 thematic ETFs
rated
Anna Dadic,
Livewire Markets
Reporting Season
BHP pays monster dividend as a higher valuation looks set to stay
David Tuckwell,
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