Thu, Oct 8, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications

Expertise on electricity, water and weather related investing

Wednesday, May 23, 2007
Investments in these markets are still considered "exotic" for the great majority of investors. It is not, of course, that the underlying physical manifestation of any of these markets is exotic - in fact, they are all quite ordinary. It is that.

A SQUARE :: 23May07 Expertise on electricity, water and weather related investing
Category Electricity, Water, Weather Related Investing
Faculty Rian Akey
Expertise Electricity, Water & Weather Investing
Author Sona Blessing
Faculty Name
I think investors have come to recognise the potential and that there are opportunities in water, weather and electricity related investments. But a lot are getting the whole long-only talking head version that we see in the media. It is quite one-sided and sensational, and for serious, professional investors, this type of euphoria is always cause for pause. In fact, the latter are waiting for the downside to materialise to really understand the risks and how they are not always linked to the fundamental story of a particular market.
Download this research The many benefits of an A SQUARE subscription Recommend to a friend

<< A SQUARE archive sorted by date    << A SQUARE archive sorted by category

 Article link
More research related to Electricity, Water, Weather Related Investing

[10May13] [Agriculture, Water, Energy] A SQUARE 10 May 2013
Investing in vital asset classes and macro mega-trends


[15Apr11] [Water] A SQUARE 15 Apr 2011
Water-related investment risk


[07Sep09] [Water] A SQUARE: The state of the water industry 2009
How has the water industry developed recently and what are the opportunities and risks for investors?


[07May09] [Water] An opportunity to invest in water
Invests in global water opportunities, across the water value chain


[16Jan09] [Water] Supplies are finite
In 1995 - 400 million lived in countries with water stress - by 2025, the number is expected to rise to 4 billion - over half the world’s population


[25Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme Investing
How can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?


[01Apr08] [Weather derivatives] Expertise on weather derivatives
CME’s platform is really geared at larger standardised contracts and our platform is geared at customised contracts


[10Jan08] [Water] Investing in water as an asset class
We have neither an infrastructure nor a utility bias toward our water led allocation - rather we focus on “water as a core investment”


[12Sep07] [Water] The Water Fund
Expertise and in-depth know how in water-led investing that spans all the sub-sectors


[20Feb07] [Weather derivatives] Cumulus Weather Fund
Has the capability to trade - equities, commodities and weather derivatives – from a weather perspective

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. U.S. hedge funds prepare for worst finish this year since 2008[more]

    Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported

  2. Investing - AQR Capital and Renaissance Technologies raise stakes in Southwest Airlines[more]

    From In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period. … Most of the hedge funds that had significant exposu

  3. Manager Profile - Pimco alternative funds flourish as 30-year bond rally fades[more]

    From Inside Pacific Investment Management Co., the bond behemoth that lost two chief investment officers last year and saw almost $500 billion of client money leave, a hidden profit engine is easing some of the pain. For more than a decade, Newport Beach, California-based Pimco has qu

  4. Niche Investing - Art investment funds: Attracting institutional and other new investors[more]

    From The Deloitte/ArtTactic Art and Finance Report 2014 (the "Art and Finance Report") noted that the "global art investment fund market was estimated to be worth at least $1.26 billion in the first half of 2014." This seems almost inconsequential when juxtaposed with the $54 billion of

  5. DoubleLine’s Jeffrey Gundlach warns of another round of market shakedown[more]

    Komfie Manalo, Opalesque Asia: DoubleLine Capital co-founder Jeffrey Gundlach is painting a bleak future as he warned that the U.S. equity market and other risk markets, such as high-yield "junk" bonds, are facing another round of selling pressure. Gundlach said in an interview with