Healthcare Industry Outlook 2020 Market Overview

Healthcare Industry Outlook 2020 Market Overview

The healthcare industry is one of the largest and fastest growing industries globally. By 2040, the World Economic Forum (WEF) predicts that USD 25 trillion will be spent on healthcare up from US$ 11.9 trillion in 2018. Market consensus...

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Green Energy’s Hidden Impact on the Environment

Green Energy’s Hidden Impact on the Environment

Conventional energy sources such as coal, oil, natural gas, and nuclear material have a substantial effect on the environment via the release of harmful greenhouse gases (GHG). Carbon Dioxide (CO2) and Methane (CH4) account for over 90% of gases...

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Consolidating the Gold Market

Consolidating the Gold Market

A new theme has emerged in the gold (Au) market: an increase in mergers and acquisitions (M&A) business activities. The hope is that this may derail growing structural issues inherent to the sector which include the following: The industry is...

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Three Key Trends in Renewables that Make Fossil Fuel Investing Trickier – A Global Outlook

Three Key Trends in Renewables that Make Fossil Fuel Investing Trickier – A Global Outlook

Climate change has long superseded nuclear pollution as the key driver keeping renewable energy on the global agenda. Solar renewable energy has arguably been the greatest beneficiary of the climate change driver and remains the fastest growing source of...

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How Regs have helped to stimulate the Renewable market

How Regs have helped to stimulate the Renewable market

The concept of renewable energy is not new. The oldest form of renewable energy dates back to more than a million years ago, where traditional biomass was used to generate fire. c. 7000 years ago, wind was used to...

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Wind Energy: Pathway to Growth

Wind Energy: Pathway to Growth

These are exciting times for the global renewable energy industry. In this blog we aim to show why there is both an accelerated short-run and continued very strong long-run investment horizon case for wind power. Our investment case conclusions are...

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Competition for investment in energy stocks is strong.  What should be considered?

Competition for investment in energy stocks is strong. What should be considered?

Being a successful long-term investor in energy stocks has become exceedingly difficult the past several years and increasingly there is competition in the form of renewable energy investment. Below I give an account of the development of the oil industry...

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