What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April
Energy
-
-
Jonathan Butler: Credit will come into its own in 2023
PGIM’s co-head of global high yield explains why now is a fantastic time to be an active credit manager
-
Energy sector powers global dividends to record $1.56trn
But growth likely to slow this year due to inflation and geopolitical risks
-
Is it time to bring fossil fuels in from the cold?
Argonaut’s Barry Norris on why he is investing in a fossil fuel future, while Blackrock’s Mark Hume explains why energy prices are likely to remain elevated
-
Small mercies: Resilient returns within UK small cap sector
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
-
BlackRock’s Gallagher: ‘I love making investment trusts still relevant’
BlackRock head of investment trusts Melissa Gallagher talks about the suitability of closed-ended funds for holding alternative assets, the crucial role of boards and ensuring trusts remain relevant
-
Energy crisis will separate green investors from bandwagon jumpers
Most sustainable UK and global equity funds sitting on higher losses than traditional peers as tide turns against ‘growth’ stocks
-
Nuclear investment is the path out of Russian oil and gas reliance
It produces no greenhouse gases and Germany’s power plant shutdown following Fukushima saw a spike in use of coal, says Janus Henderson
-
Energy funds power to the top spots in 2021 performance table
The four worst funds of 2020 were all in 2021’s top six performers
-
Sequoia trust questions government actions as value of collapsed energy supplier halves
Bulb Energy has become the first supplier to be put through the special administration regime
-
Sequoia trust hits back at claims it should have slashed energy supplier’s valuation
Bulb Energy has now gone into special administration
-
Energy and Japan funds top performance tables in ‘muted’ September
Guinness Global Energy and Blackrock World Energy come out on top as prices of natural gas and oil skyrocket in September
