Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

Continue reading →

Can the UK make a green Covid 19 recovery?

More than 200 top UK firms and investors, from both multinational and national businesses across industry sectors including energy, finance, consumer goods, retail, construction, water and communication are calling on the government to deliver a Covid-19 recovery plan that...

Continue reading →

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...

Continue reading →

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...

Continue reading →

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...

Continue reading →

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...

Continue reading →

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...

Continue reading →

Is shipping industry Covid paralysis an opportunity for investors?

Lockdown restrictions have closed down ports in China and across the globe, stopping the shipping industry from business as usual. Deliveries for seasonal goods from developing nations aren't moving and as many as 1.6m seafarers on 50 thousand tankers...

Continue reading →

What will be the impact of Trump’s funding cuts to WHO?

US President Donald Trump has been condemned by world leaders for cutting off funding to the World Health Organisation (WHO).World leaders say that this will seriously affect the fight against the coronavirus pandemic. Trump accused the WHO of “failing...

Continue reading →

How is the decrease in remittances impacting African economies?

Remittances to Africa are sharply declining as a result of COVID-19. Statistics from one payment company show that transfers from Britain to Africa have fallen by 80% and another show transfers from Italy have fallen by 90%. Many individuals...

Continue reading →