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
Now called BlackRock Energy and Resources Income Investment Trust
European companies 'better engaged in transition' than North American ones
The most significant consideration for all investors in the US is the actions of its Federal Reserve.