Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Tag: oil
Asset Allocation
Emerging Markets Look Poised for a Good 2021, Says Lazard
Rising interest rates this winter spooked EM stocks, which still significantly lag behind others.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Tufts University to End Direct Investments into Coal and Tar Sands
The school will also invest up to $25 million with climate impact funds.
Post-COVID, What’s on the World Scene That Could Muck Things Up?
Geopolitics will continue to roil the investment landscape for US investors, experts warn.
Market Moves
Oil Appears Ready to Break Out of Its Price Rut
Opportunity awaits for investors while crude is stuck in ‘virus alley,’ say strategists.
Why Natural Gas Is the Energy Investment of the Future
Renewable sources like wind and solar may not be enough. Pension plan investors weigh the odds.
Asset Allocation
Norges Bank Raises Stake to 5% in Fossil Fuels Giant BHP
Norway’s sovereign wealth fund, which has been divesting coal and oil stocks, has the Australian company on a kind of probation.
Asset Management Culture
Norway Pension Giant Dumps Nearly $3 Billion in Coal, Oil Stocks
However, weak krone erases over $438 million in value from now-excluded holdings.
Risk
University of Texas Endowment Oil Money In Jeopardy
Top official of university organization that manages mineral rights for the endowment calls for Texas oil production cuts.
Oil Prices Are Down, But Oil Stocks Are Worse—Why?
The disparity tells us a lot about where fossil fuels are headed. Will black gold regain its luster?
Asset Allocation
Why Wall Street’s Ho-Hum Reaction to Iran? Déjà Vu
Stocks haven’t suffered much or taken long to recover in past conflicts.
Risk
No Good News Ahead for Oil Prices or Stocks
Despite probably new OPEC production cuts, US fracking will tarnish black gold.
Alternatives
Top Canada Pension Plan Embraces Energy, Both Fossil Fuel and Not
CPPIB is plying the oil and gas sector for investment opportunities, as well as going into renewables.