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Natural Resources

Forgotten to Favored

Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook for the second half. Thinking back to 2020 and everything that transpired in financial markets, amongst the most incredible developments was not only the speed … Continue reading Forgotten to Favored

Responsibly Investing in the Energy Transition

The world is wisely transitioning from reliance on fossil fuels for energy to more renewable sources. Transitions often present investment opportunity. And we believe the energy transition will prove no exception. Initial commitments from governments around the globe to hit 2050 climate goals are encouraging. Demand estimates for renewable energy sources are staggering. BloombergNEF, a … Continue reading Responsibly Investing in the Energy Transition

Investing in Innovation – The Promise and The Perils

There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders while toppling legacy incumbents that fail to adapt.  However, the market enthusiasm for all things electric, including battery and EV manufacturers is bordering on mania.  … Continue reading Investing in Innovation – The Promise and The Perils

Golden Diversification

We are three quarters of the way through 2016 and one of the more interesting stories of the year thus far has been the resurgence of gold. The polarizing metal is up over 20% through September and seems to have worked its way back into investors’ good graces after several years of disappointing returns. In … Continue reading Golden Diversification