Investors need to be aware of the opportunities and mindful of the threats when it comes to this popular theme, writes Craig Bonthron, investment manager - global equities at SWIP.
One of the most popular investment themes of recent months has been shale gas. As with any hot topic, the subject has been gathering momentum and an ever-increasing number of experts are putting forth their views on the subject. With global oil prices reaching 11 times the value of US domestic gas prices on an energy equivalent basis (versus an historic average of six times) questions are quite rightly being asked about the sustainability of this price divergence. We sense that we are now reaching a tipping point, where the quantity of information being produced on this subject is tru...
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