Energy

The sustainability of UK equity income streams has been called into question, with underlying dividends across the market falling by almost 3% on a constant currency basis during Q3 – the worst quarterly performance for three years.

The strong underlying demand growth in liquefied natural gas (LNG) sets the global gas market apart from the oil market, where a managed decline in long-term production seems to be the most plausible future scenario.

Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.

For most of the world, the economic recovery from the Global Financial Crisis has been weak compared to previous cycles.

Uncertainty around restoration of Saudi production levels

Investors paying premium for high-yielding companies

Investors must avoid 'yield weighting' portfolios

Build on US experience on investing, manager argues

Shift towards clean tech

Now called BlackRock Energy and Resources Income Investment Trust