Fund managers, analysts and traders often talk about the importance of being selective in stock picking. While the emergence of the risk-off/risk-on trade in recent years has perhaps lessened the appeal of this somewhat, in many markets an investor’s choice of sector or company continues to mean vastly differing returns. Since the global financial crisis,… [Read more]
Technological advances in hydraulic fracturing and horizontal drilling have resulted in booming gas production from shale deposits in the US. US gas reserves, once thought due to run out in 30 years, now look sufficient to meet 100 years of demand. While this is good news for the US, as it reduces gas import dependency,… [Read more]
I love January. While most of my colleagues sit around the office complaining about the weather and the extra pounds they’ve put on over the holidays, I sit at my desk staring at the computer screen with a big grin on my face. What’s not to love? In addition to the underlying feelings of rebirth… [Read more]