

What You Need To Know About Market Volatility by Colin Moore & Mark Burgess, Columbia Threadneedle Investments
So far 2016 has been painful for equity markets. The collapse of oil prices and the economic slowdown in China are troubling investors. But we argue that this is not 2008 all over again. Instead, it’s a “good” – necessary – correction to more realistic valuations.
Is First Gen An Overlooked Power Play That Deserves A Re-Rating?
The post was originally published here. Highlights: Resolving gas supply issues ensures longevity A pioneer in renewable energy should be future proof Undemanding valuation could lead to re-rating Q1 2022 hedge fund letters, conferences and more
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