Commodities Archives - Fundopedia

Alternative Investments…

The Energy Cost of AI: Implications for Sustainable Investing

20 Apr 2026April 17, 2026

Artificial intelligence (AI) is often discussed as if it were weightless: code, models, and interfaces floating in the cloud. In reality, AI is becoming one of the most electricity-intensive growth…

Alternative Investments…

Are Private Equity–Owned Energy Assets Slowing the Clean Energy Transition?

6 Apr 2026April 6, 2026

The energy transition is no longer a question of technological feasibility. Solar, wind, batteries, grids, power electronics, and efficiency solutions are scaling faster than many expected even a few years…

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Investment Strategy Under AI Disruption: Fundopedia’s Framework for Navigating the Biggest Capital Cycle of the Digital Era

19 Feb 2026February 19, 2026

AI disruption is often described as a “technology wave.” That framing is too small. What’s unfolding is a re-pricing of time, labor, and competitive advantage across most sectors—and a reallocation…

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Evaluating Gas Companies: Metrics That Matter

3 Dec 2025December 3, 2025

The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…

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Investor Strategies for Oil & Gas Amid Changing Market Conditions

10 Sep 2025September 10, 2025

As of today, September 10, 2025, Brent trades around $66–67/bbl and WTI near $63/bbl, modestly lifted by geopolitical risks but still range-bound. Market consensus sees slower demand growth alongside rising…

Nigeria and Ghana: Oil Production Insights

24 Jul 2025July 24, 2025

Nigeria Nigeria is a member of OPEC and has historically been Africa’s largest crude oil producer. The country possesses over 37 billion barrels of proven oil reserves and more than…

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Impact of 2025 U.S. Energy Policy on Investor Sentiment

2 Jun 2025June 2, 2025

The Trump administration's energy policy shift in 2025 has significantly impacted investor sentiment and energy deal flow in the U.S., creating a complex landscape characterized by both enthusiasm and uncertainty.…

Energy Transition Funds

19 Jun 2023September 19, 2024

Early-stage energy transition funds are investment vehicles that focus on financing and supporting early-stage projects in the energy transition sector. These funds aim to drive innovation, accelerate the deployment of…

Uncertainty Clouds the Outlook

24 Mar 2022September 18, 2024

An anti-goldilocks economy refers to the global economy where policymakers are confronted with a stagflationary supply shock, which is negative for growth and will tend to push up inflation further.…

Behavioral Finance…

A Couple Lessons Learned from Recent Experience

22 Jan 2015January 22, 2015

Not only did the investing herd have the outlook for rates wrong, but it was uniformly inquiring about the wrong thing. Asset prices are often set to allow for the…

Alternative Investments…

Passion Investments: Another Smart Choice for HNWIs

22 Dec 2013December 22, 2013

The 2013 World Wealth Report indicates that investor confidence in the wealth management industry has improved, and the level of trust in asset managers has risen slightly compared to the previous period.…

Alternative Investments…

A Global Macro Strategy: Managed Futures

22 Oct 2013October 28, 2013

Hedge funds utilizing a global macro strategy take positions in equity, fixed income, or currency markets in anticipation of global macroeconomic events to generate risk-adjusted returns. Global macro fund…

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Endowment Spending and Purchasing Power Preservation (I): Commodities

13 Oct 2013October 14, 2013

Endowment Spending Policy One of the most difficult challenges that any investment committee member of endowments and foundations face is choosing a spending policy that will best balance two competing…

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Alternative/Renewable Energy and Alternative/Renewable Energy Fund

15 Jul 2013June 2, 2025

Alternative and renewable energy assets currently only represent a small portion of the markets, but it is growing quickly. Solar Power Solar energy is the most environmentally friendly energy source,…

Alternative Investments…

Energy Commodities – Crude Oil, Gasoline, Heating Oil, and Natural Gas

9 Jul 2013October 12, 2013

Crude Oil Oil has been the driver of industrialization and modernization. Over the past 30 years, daily oil consumption has risen by over 30 million barrels. Asia has accounted for…

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Fundamentals of Precious Metals – Gold, Silver, Platinum

7 Jul 2013October 12, 2013

Gold The process of gold extraction is expensive and time-consuming. It typically requires large mines and blasting rock to mine gold; the ore is then transported to a plant that…

Alternative Investments…

Summary on Technical Analysis of Commodities

3 Jul 2013July 17, 2025

Technical analysis is popular among commodities managers since they tend to be short-term traders. They look for temporary profit opportunities - futures contracts usually have short expiration periods. Technical analysis…

Alternative Investments…

Commodities Market Commentary, Investment Process, and the Passage of Time

29 Jun 2013November 15, 2013

Commodities Market Summary Energy: As measured by the S&P GSCI indices, energy lost 1.9% in May, natural gas lost 9.4%. WTI crude oil and brent crude oil markets continued to…