Energy the contrarian bet for 2014
Despite underperforming the past two years, all hope is not lost: energy investments could play out favourably for those willing to risk it.
Energy
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Riverstone to spend 100m on unexplored plays
Riverstone’s new energy fund has ploughed $100m into capturing unexplored opportunities.
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BlackRock Emerging markets Europe energy stiocks
BlackRock’s Sam Vecht is looking to out of favour energy giant Gazprom to power his £111.1m Emerging Europe trust.
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income growth missing ingredient
Russ Koesterich looks at the impact of trends in individual savings rates and income growth – or the lack of it – on where investors should be concentrating their efforts.
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Fracking all over the world
Mark Harris argues that if the US succeeds in becoming a net energy exporter, thereby reducing its reliance on supplies from the Middle East, it will have a wide and profound economic, political and investment impact.
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Jupiter enters energy fund arena
Jupiter has become the latest group to offer an energy fund, a global mandate run by Derek Pound.
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PA ANALYSIS: Opec squabbles won’t prevent more oil wobbles
Oil prices have spiked again after Opec failed to raise output quotas yesterday – can it last?
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IEA warns oil supply issues could derail global recovery
The International Energy Agency has urged Opec to increase oil production, fearing price shocks.