Ryan Smith
Thematic Strategies – Round Table Insights
Most professional investors are used to looking at their global equity portfolios through a couple of convenient prisms. Sectors and regions have long been...
Trading Permits
Since the start of 2017 to end August 18, the LME spot cobalt price has approximately doubled (at the top, in March 2018, it was 290% higher than in January 17)! But wait, there’s another ‘green’ commodity which has offered even better returns. Carbon… or more specifically the carbon permits that are traded under the EU Emission Trading Scheme (ETS), are up 390% since the start of 2017. Boom!
Make America Green Again
The IMF, and others, have been critical of President Trump’s announcements regarding US import tariffs. Many have warned of the risks of a US-China...
Can the Oil Majors Plot a New Course?
The oil and gas majors would have us believe that they are transitioning into lower-carbon energy companies. How credible is this?
By Ryan Smith, Head...
