Commodity & Infrastructure Insights

Commodity & Infrastructure Insights

Gulf Tensions Back in Play

Simon Lack, Portfolio Manager -
Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...
Commodity & Infrastructure Insights

Gulf Tensions Back in Play

Simon Lack, Portfolio Manager -
Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...
Commodity & Infrastructure Insights

Stocks Have Been Cheaper

Simon Lack, Portfolio Manager -
We’ve been using the Equity Risk Premium (ERP) as a measure of the relative attractiveness of stocks for many years. The ERP is the...
Commodity & Infrastructure Insights

Looking Back on 2019

Simon Lack, Portfolio Manager -
Our twice-weekly blog saw a 30% increase in pageviews during 2019, along with a healthy jump in subscribers. It’s reposted across several other websites,...
Commodity & Infrastructure Insights

Searching for Christmas

Simon Lack, Portfolio Manager -
Our blog has a Search function that allows users to quickly find what they’re looking for. One of our most often read blog posts...
Commodity & Infrastructure Insights

Is the Oil Rally about to Stall?

Kimberly Rios, CFA, CMT, Portfolio Manager -
There has been a lot of news to absorb so far this month: .Tthe OPEC+ meeting is over,; the trade deal news is out; and oil is still edging higher..!
Commodity & Infrastructure Insights

Is the Oil Rally about to Stall?

Kimberly Rios, CFA, CMT, Portfolio Manager -
There has been a lot of news to absorb so far this month: .Tthe OPEC+ meeting is over,; the trade deal news is out; and oil is still edging higher..!
Commodity & Infrastructure Insights

Private Equity, Private Valuations

Simon Lack, Portfolio Manager -
Last week Cowen held a two day energy conference. Presenting companies included upstream and service providers, so although there were no midstream energy infrastructure...
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