One of the world’s largest and most diversified alternative asset managers with significant revenue streams from utilities, REITs, oil and gas provides a good entry point.
Gas Futures hit record prices – €79 Mw/h on 15th Sep on October price – that’s up 250% since January – and expectations are that it “may hit three figures”. Its all a bit of a mystery and not a small dose of geopolitics but more importantly how can investors play this scenario?
After visiting the Money Show annual conference in Las Vegas, we review Bloomberg’s ‘Hot ETFs’ list – ETFs likely to grab investors attention through the rest of 2021. Then we turn to Europe to look how natural gas prices have soared this year, putting pressure on European households headed into the winter months. Back in Read more ➝
Friday Investment Talk: Gaming Companies and TAM, Momentum Stock Sell Off, Hedging with ETFs, Natural Gas and Gazprom
We cover everything from gaming market size to natural gas prices. We even give a glimpse of some of the research tools we use to find secor based ETFs. Momentum stocks and hedging ideas are also tossed around in this week’s short session.
Natural Gas, Energy and Copper still have to show signs of life to fulfill their usual bullish winter runs. Meanwhile, Strong US equity markets have lead to excellent returns in the model portfolios that adhere to seasonal trade stratagies. Expect some modest seasonal weakness soon, though.