Picks, Shovels and Roughnecks

clock

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 Insight: A dot-com lesson on diversification amid the AI boom

Partner Insight: A dot-com lesson on diversification amid the AI boom

Parallels between the dot-com bubble and today’s AI-driven market returns offer an important reminder about portfolio diversification.

Partner Insight: The Dividend Deluge

Partner Insight: The Dividend Deluge

Dividend investing has gained prominence, and it’s essential to navigate this golden period effectively.

Mark Peden, Investment Manager, Aegon Asset Management
clock 04 July 2024 • 6 min read
Partner Insight: Investing in a sustainable future goes beyond simply avoiding 'dirty' industries

Partner Insight: Investing in a sustainable future goes beyond simply avoiding 'dirty' industries

In this Q&A, Rory Sandilands, co-manager of the Aegon Global Short Dated Climate Transition, Aegon Absolute Return Bond and Aegon Investment Grade Bond strategies says recognising opportunity in companies positioned for a sustainable future requires a forward-looking inclusive framework that spans industries.

Sarka Halas
clock 02 July 2024 • 5 min read
Trustpilot