Market Musings 200123: Energy at the centre of the modern economy

Market Musings 200123:Energy at the centre of the modern economyDo not underestimate the relentless growth in global energy demand.

Weekly Podcast - Gold Glitters Again

In today’s podcast, Edmund Shing discusses the virtues of precious metals.· What are precious metals and how are they used?· Why do people tend to overlook gold in their investment portfolio?· How has gold performed in recent years and what is the outlook for 2023?· How can people invest in precious metals?

Summary

Continued global energy demand growth forecast for at least 10 more years We have become more efficient with our use of energy, but much more is now neededPeak global fossil fuel demand not seen until 2025; Indian demand growth a key driverThe US Inflation Reduction Act should spur heavy renewable energy investment, we should see similar in EuropeCleantech and energy transition funds should benefitAs should oil amp; gas infrastructure and producersRenewable energy alone will not satisfy global energy demandToday we are going to talk about...