Oil and gas stocks rise amid escalating tensions
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.
Dividend forecasts slide for second quarter in a row
European companies 'better engaged in transition' than North American ones
Claimed to be taking action on climate change
Hottest summer since 1976
Popular following GFC
Improving portfolio diversification
Returns over 100%
Long-term asset return studies, such as the Barclays Equity Gilt Study, confirm that dividends - and in particular dividend reinvestment - are the drivers of long-term total returns from UK equities.
Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Hands fund to Rohan Murphy
Jonathan Waghorn, co-manager of the Guinness Global Energy fund, explains why a supply/demand convergence is on the horizon.
Does not expect dramatic fall
Revises overweights and underweights