Commodity outlook webinar
We take a closer look at some of the major commodities and how climate and inflation focus may impact these in 2020.
Equity presentation January 2020
In this equity presentation we talk about recent developments in financial markets and the economy. We also take a look at our new climate basket to play the major climate theme.
The oil and gas industry desperately needs higher prices
Restructurings and potential defaults are getting more pronounced in the energy sector as the debt leverage and low prices have reached its breaking point. The industry desperately needs higher prices to become sustainable from an equity investor perspective.