Picks, Shovels and Roughnecks

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Servicing the fracking boom.

The monthly programme dedicated to all things commodity-related turns its attentions to the roughnecks and frackers who are revolutionising the energy services sector. Is the smart way to play high energy prices for investors to focus on the equipment and technology providers? Our guests include Chris Boxall of Fundamental Asset Management and manager of their SF Energy fund as well as Jim Sterling, a US-based independent energy analyst and publisher of the Sterling Account.

More on Investment

Partner Content: Is the interest rate descent the time to harvest bonds?

Partner Content: Is the interest rate descent the time to harvest bonds?

Markets expect interest rates to fall this year, offering investors the strongest opportunity for fixed income seen for a long time. Watch this video podcast to learn how best to harvest this exciting opportunity.

Sarka Halas
clock 28 March 2024 • 1 min read
Partner Insight: How effective are impact investments?

Partner Insight: How effective are impact investments?

Impact investing has transformed over the past decade, giving investors the opportunity to pursue both financial returns and social and environmental outcomes.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: High-yield investors should keep a close eye on the default cycle

Partner Insight: High-yield investors should keep a close eye on the default cycle

As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.

Sarka Halas
clock 27 March 2024 • 2 min read
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