Thu, Aug 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
A SQUARE

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

Download

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

Download

[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?

Download

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

Download

[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

Download

[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?

Download

[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

Download

[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”

Download

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

Download

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

Download
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. Institutions – Texas Employees sets 2015 tactical plan for alternatives, CalPERS' real estate consultant cautions the pension fund's investment committee, Why Sunsuper likes hedge funds[more]

    Texas Employees sets 2015 tactical plan for alternatives From PIOnline.com: Texas Employees Retirement System will invest in up to four new hedge funds in the next fiscal year, which begins Sept. 1. Trustees approved 2015 tactical investment plans for the hedge fund, private equity and in

  2. Private equity follows hedge funds into reinsurance for long-term capital[more]

    From Artemis.bm: It’s not just hedge funds that are entering the insurance and reinsurance market in search of so-called long-term capital to put to work in their strategies, private equity firms targeting the space are also seeking opportunities to add assets under management. The entry of large pr

  3. North America – New York City’s next hot neighborhoods targeted with property funds[more]

    From Bloomberg.com: New York’s real estate world is filled with tales of ordinary people who bought property decades ago and saw values skyrocket to the millions. Seth Weissman is seeking investors to get in early on the next hot neighborhoods. The veteran of Goldman Sachs Group Inc. and hedge

  4. Investing – George Soros bets $2bn on stock market collapse, Warren Buffett's Berkshire reveals Charter stake, cuts DirecTV, Hedge funds lusting to cash out of MGM, Top hedge fund managers are buying Ally Financial, Hedge funds dumped 5m Herbalife shares in Q2, Paulson & Co hedge fund ups Puerto Rico real estate bet, Netflix Inc., Citigroup Inc, Google Inc are top new picks in Tiger Management’s 13F[more]

    George Soros bets $2bn on stock market collapse From Newsmax.com: Billionaire investor George Soros has increased his financial bet that U.S. stocks will collapse to more than $2 billion. The legendary hedge fund manager has been raising his negative bet on the Standard & Poor's 500 Inde

  5. Investors now net short S&P500 and increased Russell shorts, technicals suggest further selling[more]

    Komfie Manalo, Opalesque Asia: Market Neutral funds increased their market exposure to -1% net short from -6% net short last week, according to Bank of America Merrill Lynch’s Hedge Fund Monitor. The report also added