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.
Despite underperforming the past two years, all hope is not lost: energy investments could play out favourably for those willing to risk it.
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Riverstone’s new energy fund has ploughed $100m into capturing unexplored opportunities.
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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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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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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 has become the latest group to offer an energy fund, a global mandate run by Derek Pound.
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Oil prices have spiked again after Opec failed to raise output quotas yesterday – can it last?
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The International Energy Agency has urged Opec to increase oil production, fearing price shocks.
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