Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
Investors warned of the implications of rising oil prices
Competition ‘is likely to increase’ for firms as number of expats in region could decline
Will the current glut stem the tide or are producers focusing on future prices?
Consumers in India have been hit hard, though its government has cut tax rates on petrol and diesel
Oil price recovery and past investment set to boost returns.
Ecowarriors could have double the reason to celebrate the global push to eradicate plastics after Legal & General Investment Management highlighted the negative impact lower demand will have on the oil and petrochemical sectors.
Climate change has landed major oil companies oil offside with a number of investors representing $10.4trn (£7.7bn, €8.8trn) worth of assets ahead of their annual general meetings (AGMs) over the next couple of weeks.
Massive cuts in oil industry capital expenditure has set the stage for a drop in inventories over coming months, leading to upward price pressure in 2018, says Richard Robinson, investment manager, Ashburton Investments.
Oil prices could rise in the months ahead and the price fall seen in the wake of OPEC’s Vienna meeting last week may be a buying opportunity, experts have said.
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
Instead of focusing on growth, the commodity and resources sector now stresses profitability, said Investec’s Tom Nelson.