Ericsson raises 5G forecasts

Ericsson raises 5G forecasts

Ericsson, a Swedish telecom equipment maker, announced it is raising its 2025 forecast 5G subscriptions globally to 2.8bn up 200m from 2.6bn on the back of the coronavirus pandemic. Telecoms is one of the few sectors, along with Healthcare and...

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ESG – 12 month read-through for small and mid-caps

ESG – 12 month read-through for small and mid-caps

A report from State Street Global Advisors (part of the trillion dollar club of leading asset managers that set terms for the rest of the investment industry) published towards the end of last year made some interesting points about...

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How and why the Oil and Gas sector should improve energy efficiency

How and why the Oil and Gas sector should improve energy efficiency

The Oil and Gas (O&G) industry continues to face scrutiny over the consequences its operations and business activities have on the environment. These companies are being asked to prove how they are helping to reduce carbon emissions. O&G companies...

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Will big tobacco create the first Covid-19 vaccine?

Will big tobacco create the first Covid-19 vaccine?

Tobacco giant British American Tobacco Plc's biotech subsidiary, Kentucky BioProcessing, has developed an experimental COVID-19 vaccine where pre-clinical tests showed positive responses and the first phase of human trials could begin as early as late June. Drug makers around...

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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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Is ESG essential to secure investment?

Is ESG essential to secure investment?

Over the last three months the concentration of assets under the largest investment funds (the trillion-dollar club) has increased substantially. The largest 1% of fund manager groups manages 61% of total AUM (assets under management) which is 243 times...

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What part will Geothermal Energy play in the Renewables investment landscape?

What part will Geothermal Energy play in the Renewables investment landscape?

Geothermal energy (GTE) exploits the thermal energy beneath the Earth’s surface located near geologic “hot spots”. This energy is contained in steam, hot water (from hot water reservoirs within the cracks of the sub-crust of the Earth) or dry...

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Cryptocurrency market value jumps $35bn in 24 hours led by surge in bitcoin

Cryptocurrency market value jumps $35bn in 24 hours led by surge in bitcoin

On Thurdsay April 30, 2020 the entire market value of cryptocurrencies increased by $35bn (mcap as of 04/05/2020 is $243bn). This was mainly due to Bitcoin which by 29/04/2020 reached a price of $9,388.30 up from $7,746.90 on 28/04/2020,...

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Is moral hazard on the rise during this pandemic

Is moral hazard on the rise during this pandemic

Moral hazard in economics happens when an individual or an institution increases their exposure to risk knowing they will not have to bear the full cost of those risks.The fear of moral hazards occurring is heightened during crises where...

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Is shipping industry Covid paralysis an opportunity for investors?

Is shipping industry Covid paralysis an opportunity for investors?

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