Navigation Search
Close

Select your location and role to view strategy and fund content

Namibia
  • Global homepage
  • Australia
  • Belgique
  • Botswana
  • Denmark
  • Deutschland
  • España
  • Finland (Suomi)
  • France
  • Hong Kong (香港)
  • Ireland
  • Italia
  • Luxembourg
  • Namibia
  • Nederland
  • Norway
  • Österreich
  • Portugal
  • Singapore
  • South Africa
  • Sweden (Sverige)
  • Switzerland
  • United Kingdom
  • United States
  • International
Professional Investor
  • Professional Investor
  • Individual Investor

Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future. We use cookies to ensure that we give you the best experience on our website. This includes cookies from third parties. Such third party cookies may track your use of our website. By continuing you are confirming that you are happy to receive all cookies on our website. Please refer to our Cookie Policy for further information, including steps to take to disable cookies.

By entering you agree to our Terms & Conditions
Investment views

Natural Resources Indicator

15 May 2019
Author: Tom NelsonHead of Natural Resources

In this quarter’s edition:

Our team’s views on the recent developments within the Natural Resources sector.

Topic of the quarter:

Insight from Tom Nelson, Portfolio Manager, on the evolution of the ‘big oil’ business model. The oil price collapse from mid-2014 ushered in the latest business model of ‘value over volume’ for ‘big oil’. We believe it is the long-term threat of climate change, electrification and renewable energy that will dictate the next.

Read more

Tom Nelson
Tom Nelson Head of Natural Resources

The content of this page is intended for investment professionals only and should not be relied upon by anyone else

Please confirm you fall under this category

By entering you agree to our Terms & Conditions