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

Aberdeen dials back government bond and property conviction amid inflation risk

Aberdeen dials back government bond and property conviction amid inflation risk

Preference for EM equities

Michael Nelson
clock 13 October 2026 • 2 min read
Partner Insight: The Gilt Edge - Triple deadlock

Partner Insight: The Gilt Edge - Triple deadlock

The Gilt Edge is a new UK newsletter that brings PIMCO’s insights on the UK economy, public policy and financial markets directly to your inbox. Written by Rupert Harrison, Senior Adviser to PIMCO’s UK Portfolio Management Team and former Chief of Staff to Chancellor of the Exchequer.

Pimco
clock 13 October 2026 • 4 min read
Partner Insight: Are investors looking for an AI bubble in the wrong place?

Partner Insight: Are investors looking for an AI bubble in the wrong place?

As the AI industry expands rapidly, Vaughan Nelson thinks we should be wary of booms in narrower parts of the AI ecosystem.

Vaughan Nelson, Natixis Investment Managers
clock 08 October 2026 • 9 min read
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