Beyond Bulls & Bears

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

Oil Prices Hit Four-Year High, but Will the Surge Continue?
Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

For the first time in a long while, geopolitics has been driving oil prices higher in an already tight market. With oil prices recently hitting a four-year high, Fred Fromm, vice president and research analyst with Franklin Equity Group, shares his views on the oil-price surge and how he sees buoyant economic growth and investor concern about Middle-East risks once again reshaping the global energy industry.

The “Known Unknowns” Surrounding the Public Offering of Saudi’s Crown Jewel
Equity

The “Known Unknowns” Surrounding the Public Offering of Saudi’s Crown Jewel

Bassel Khatoun, our CIO of MENA Equities, discusses what he sees as a set of “known unknowns” that could influence the valuation of Saudi Aramco. He suggests an accurate valuation is premature, pending further clarification.

Oil-Price Pessimism May Be Presenting Opportunities
Equity

Oil-Price Pessimism May Be Presenting Opportunities

Although investors’ overall sentiment toward commodities and natural resources equities improved in the latter half of the first quarter, they seemed to generally remain skeptical that commodity markets were on the mend. We see this scenario as potentially laying the groundwork for further gains going forward.

MENA Markets: More Than Just About Oil

MENA Markets: More Than Just About Oil

We believe emotion may have gripped the markets and driven prices lower…a recovery should be in the cards, and likely sooner rather than later.

Oil’s Well That Ends Well?
Alternatives

Oil’s Well That Ends Well?

With the modest-at-best global economic recovery after the still front-of-mind global financial crisis trauma from 2008-2009 … markets are understandably preoccupied with the scope for unpleasant shocks.

Northern Exposure: The Case for Canadian Equities

Northern Exposure: The Case for Canadian Equities