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Alternative Investment

Higher Oil Prices Unlikely to Prove Sustainable

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High oil prices are still the cure for high oil prices. In October 2021, West Texas Intermediate (WTI) crude oil advanced to more than USD 80 per barrel—a level last seen in 2014—reflecting the mismatch between a sharp, year-over-year recovery in global energy demand as economies reopen and the time needed for the industry to ramp up output to pre-pandemic levels. The upsurge … [Read more...] about Higher Oil Prices Unlikely to Prove Sustainable

Shortages, resurgent demand and rising inflation expectations lift commodities

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The global commodities complex continued to receive strong investor support over the past month as the world economy entered unfamiliar territory. After more than a decade of worries about inadequate demand and spending power in the aftermath of the global financial crisis, signs of insufficient supply are now emerging in commodity markets and supply chains driven by a … [Read more...] about Shortages, resurgent demand and rising inflation expectations lift commodities

Will rising commodity prices prompt a shift for equity investors?

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Prices for all sorts of commodities are on the rise, potentially prompting investors to reappraise their view of commodity-related stocks. A number of different factors are coming together to support rising commodity prices. Such price rises could have a profound effect on the type of companies equity investors want to own. After years of being out of favour, suddenly … [Read more...] about Will rising commodity prices prompt a shift for equity investors?

Why listed private equity is worth a look

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The rise and rise of private equity Much has been written about alternative asset classes over the past decade, and it’s easy to see why. With bond yields at all-time lows, interest rates either near zero or negative, and equity market returns expected to be lower in the years ahead, investors have been seeking alternative asset classes that can deliver attractive returns. … [Read more...] about Why listed private equity is worth a look

Exotic ILS perils: why bother?

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Insurance-linked securities (ILS) are most commonly known for their exposure to natural catastrophe risks such as earthquakes or hurricanes, however there is a small and lesser known category of ILS exposed to what might be termed exotic or man-made risks, for example, pandemic, terrorism or cyber risk. These tend not to be core weightings in a typical ILS portfolio and some … [Read more...] about Exotic ILS perils: why bother?