• Providence Resources – the year of the Porcupine?

    February 24, 2016 | Posted by

    By Richard Jennings, CFA and Mark Parfitt 2016 is the Chinese New Year of the Monkey. But recent events offshore Ireland may mean this turns out to be the year of the Porcupine, as renewed licencing activity brings the once moribund Irish offshore oil sector back into focus and definitely slays the market perception that […]

  • Selected equity markets now offer compelling value

    February 14, 2016 | Posted by

    By Richard Jennings, CFA For investors in global equities the onset of 2016 has most certainly not brought any New Year optimism. Indeed, the incessant Atlantic depressions that have brought misery, wind and rain to many seem rather apt given that many observers point the finger squarely at the embattled Fed for the lacklustre stock […]

  • Standing in the foothills of a commodity market bull run

    February 5, 2016 | Posted by

    By Richard Jennings CFA That I personally have been a bull of commodities for the past two years is no secret. Indeed, like many investors of a similar leaning it is safe to say that I have been veritably buried in eggs on my, none too pretty, face. I have also been somewhat lighter of […]