Many investors believe the energy ‘new world’ – renewables, batteries and smart grids – is going to wipe out the ‘old world’ – the centralised baseload generated from nuclear and fossil fuels. While we do accept there will be a transition, we are cognisant there are serious financial, political and practical factors keeping low cost […]
Some of the best performing ETFs over the past month could see their short-term fortunes reversed after National Grid, the company responsible for delivery of gas around the UK, warned on 1 March that industrial users of energy may have to shut down as gas supplies have been decimated by late winter weather. National Grid’s […]
Freshly launched fintech and advisory firm Equant Analytics has published its first report revealing $2.1trn of missing trade in the world. Equant Analytics has calculate world trade at $21.22trn compared with WTO’s $19.09trn. Equant Analytics has developed the Equant Analytics Divergence Ratio (EADR) which measures the difference between officially published data and mirrored data, which tracks the trade flow between two countries and creates a weighted average so […]
The Bank of England Governor is right when he says “green” finance cannot conceivably remain a niche interest over the medium term, says Charlie Thomas, manager of the Jupiter Ecology Fund. When you have Mark Carney, the Governor of the Bank of England making a keynote speech warning of the risks associated with ‘stranded’ fossil […]
Describing the agreement signed between the 5+1 powers and Iran over its nuclear developments as “historic”, Tundra Fonder, the Swedish boutique has commented that the deal represents a significant opportunity for its Pakistan fund. For Iran, the deal means that it will see billions of dollars worth of restrictions on its economy easing, in return […]
European macro expectations remain “extremely optimistic”, according to the latest Bank of America Merrill Lynch’s European Fund Manager Survey. Robust growth, inflation and profits keep European stocks as the number one region for global investor allocations, with only 1 in 10 managers underweight. Sector allocations of European specialists shows optimism is still predicated on weaker […]
The eurozone annual inflation was -0.6% in January 2015, down from -0.2% in December, the Eurostat, the statistical office of the European Union, has revealed. This was the lowest rate recorded since July 2009. In January 2014 the rate was 0.8%. The lowest annual rates were registered in Greece (-2.8%) and Bulgaria (-2.3%). Positive annual rates were […]
Azad Zangana, senior European economist at Schroders, comments on the sharp fall in today’s UK inflation figures and the effect on the UK economy. Annual UK CPI inflation fell from 1% to just 0.5% in December falling by more than consensus estimates of 0.7%. Compared to just six months earlier where inflation was a healthy 1.9%, […]
The sharp fall in the global price of oil has caused the Confederation of Norwegian Enterprise to warn that 2015 could see the lowest economic growth in the country since the financial crisis. NHO said in its latest quarterly report that it expects a 10% cut in investment in the industry, which accounts for the […]
Jacob Grapengiesser, partner and senior advisor at East Capital comments on the sign off of the gas supply deal between Russia and China.
Alternative energy, which includes renewables and natural gas, is set to become the fastest growing source of energy over the next 30 years, ETF Securities’ latest research revealed.
Poppy Allonby, managing director and co-portfolio manager of BGF World Energy fund and BGF New Energy fund, comments on how the US’s shale boom will effect local and global energy markets.