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
Energy
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Stick or twist: Will the gas crisis see managers re-evaluate energy holdings?
Five energy companies have already gone bust as gas prices continue to soar
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Which funds were the best of the best in Q1 2021?
Value, smaller companies and energy funds stage a comeback after being in the doldrums a year ago
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Which UK value favourites were among the 10 worst-performing funds in September?
Fears of a second lockdown and messy Brexit negotiations spook investors
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Funds of the future: Schroders powers up for an energy transition
Portfolio Adviser speaks with thematic fund managers ignoring short-term noise
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Gresham trust edges closer to DFM radars with placing
Energy Storage fund inches closer to the £200m it targeted at launch
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Ardevora’s Lang: Natural resource industries ‘trapped’
All is not as stable as it appears in the energy industry, warns Ardevora manager Jeremy Lang, who believes the sector is “a slowly unfolding trap”.
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The bull case for commodities
After hitting a 14-year low in January 2016, commodity prices have staged a revival as producers scale back supply, slowly bringing the market back into balance. But is this sustainable?
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Fed rate hike means risk rally could be short lived – BAML
Bank of America Merrill Lynch suspects bank lending conditions will force the hand of the Federal Reserve, clipping the current risk rally.
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HEAD-TO-HEAD: Investec Global Energy Fund vs Schroder ISF Global Energy
Fund Selector Asia compares the Investec Global Energy Fund and the Schroder ISF Global Energy Fund.
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US high yield outperforming against the odds but can it sustain this momentum?
The US high yield market has “rebounded strongly” from a dreadful showing in 2015, continuing to offer the most value in the energy space in spite of plummeting oil prices and worsening credit fundamentals, according to Heartwood Investment Management’s investment director David Absolon.
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Contrarian view on US equities can reap rewards – Legg Mason
Taking a contrarian view on United States equities can reap rewards according to Evan Bauman, co-lead manager of the Legg Mason ClearBridge US Aggressive Growth Fund.
