April 2018

Oil prices have risen sharply over the past 12 months.  In our recent Global Energy webcast, we explore the reasons why.

 Click here for a PDF version of the webcast presentation slides.
Watch the webcast for some of the following explanations for the rise: 
  • Positive revisions for global demand growth
  • US shale growing but as expected
  • OPEC supply discipline
  • Weakness from Venezuela
  • Iranian supply tensions
We look at the implications for energy equities, and whether the lag in energy equities versus oil presents an opportunity for investors.

Two Guinness Atkinson Funds have converted to ETFs: the Asia Pacific Dividend Builder Fund and the Dividend Builder Fund. Click here for more information on the conversions. Click here