Richard Robinson (pictured) manages the Ashburton Global Energy Fund. What scares many investors away from cyclical sectors – including consumer cyclicals, basic materials, financial services and energy – is the fear of performance blowouts when the… ...
Cyclical sector managers must avoid ‘buy and hold’ mentality
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EM boutique establishes Africa infrastructure branch
London-based investment firm New Sparta Asset Management (NSAM) has set up a subsidiary New Sparta Energy (NSE) specialising in the development of renewable power projects in Africa. NSE will advise its parent company on the… ...
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First Trust’s Guerin to discuss North American infrastructure in Venice
Gregg Guerin (pictured), product specialist at First Trust Global Portfolios, will attend the upcoming Mediterranean Summit Venice 2017 to be held on 8 & 9 June at the JW Marriott Venice. Guerin will focus on North… ...
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AMP Capital makes double hire for infrastructure teams
Sydney-headquartered asset manager AMP Capital has appointed Niamh McBreen as an investment director to its infrastructure equity asset management team, based in London whilst Stasha Prnjatovic will take up the newly-created role of investment director, energy… ...
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Why recent oil rally can continue until year-end and beyond
Richard Robinson is manager of the Ashburton Global Energy Fund. The Brent crude oil price has moved back within touching distance of $60 this week, rebounding more than 30% from earlier in the summer to… ...
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EdRAM launches energy equity fund
Edmond de Rothschild Asset Management has launched the EdR Energy Evolution fund on 21 December 2017, InvestmentEurope has learned. The France-domiciled fund, managed by Emmanuel Painchault and Pierre Pedrosa, invests primarily in global equities with… ...
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French boutique unveils energy equity fund
Paris-based boutique Otea Capital has launched Otea Energy, an energy equity fund that invests in stocks related to energy, primarily oil industry, oil services companies and other commodities (gas, uranium, coil,…) with no geographical constraints.… ...
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The demise of ‘old world’ energy has been greatly exaggerated
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… ...
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EdRAM merges two energy funds
Edmond de Rothschild Asset Management has merged the Edmond de Rothschild Geosphere fund into the Edmond de Rothschild Energy Evolution fund launched on 21 December 2017 in a bid to streamline its product range, InvestmentEurope… ...
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The reports of diesel’s death are greatly exaggerated
The demise of diesel has been well documented over recent years, as global efforts to curb greenhouse gas emissions continue to power the rise of hybrid and electric vehicles. However, far from a diesel death… ...
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