Beyond Bulls & Bears

Riding the US Liquefied Natural Gas Wave
Equity

Riding the US Liquefied Natural Gas Wave

“In many parts of the world, constructing pipeline infrastructure to transport natural gas isn’t practical, and domestic production of natural gas outside North America is struggling and on the decline in many countries. That’s why we expect to see an increase in demand for LNG as countries pursue more natural gas-driven policies. The natural gas liquefaction process cools, condenses and transforms the gas into a seaborne commodity that can be ferried around the world in specialised compression tankers.” – Matt Adams, Franklin Equity Group

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.

Summer Slump Strikes Oil Again

Summer Slump Strikes Oil Again

The timing and the amount of (Iranian) oil that will find its way into the market are still hotly debated, and this will determine whether the return of Iranian barrels will be orderly or become disruptive to global markets.

Are Lower Oil Prices Here to Stay?

Are Lower Oil Prices Here to Stay?

Energy market swings have tended to become more extreme, as investors with short-term horizons can overreact to news. As long-term investors in the energy sector, we have to be even more steadfast in our convictions and not be afraid to act in a contrarian manner.

Digging for Natural Resource Opportunities in 2014

Digging for Natural Resource Opportunities in 2014