Picks, Shovels and Roughnecks

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Servicing the fracking boom.

The monthly programme dedicated to all things commodity-related turns its attentions to the roughnecks and frackers who are revolutionising the energy services sector. Is the smart way to play high energy prices for investors to focus on the equipment and technology providers? Our guests include Chris Boxall of Fundamental Asset Management and manager of their SF Energy fund as well as Jim Sterling, a US-based independent energy analyst and publisher of the Sterling Account.

More on Investment

Partner Insight: The attractions of the small-mid private equity segment

Partner Insight: The attractions of the small-mid private equity segment

New empirical research from Schroders Capital reveals that small and mid-sized private equity funds have outperformed large funds with greater resilience through economic cycles

Viswanathan Parameswar, Eufemiano Fuentes Perez and Verity Howells at Schroders
clock 19 November 2024 • 4 min read
Partner Insight: Is it time to rebalance portfolios as the UK economy stabilises?

Partner Insight: Is it time to rebalance portfolios as the UK economy stabilises?

Brooks Macdonald
clock 18 November 2024 • 2 min read
Partner Insight: The case for value in a balanced portfolio

Partner Insight: The case for value in a balanced portfolio

It’s been an anemic time for value stocks but the managers of Vanguard’s active multi-asset range think a focus on valuations could be rewarded.

Madison McCall Active Product Specialist, Vanguard, Europe
clock 18 November 2024 • 5 min read
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