The Green Dollar


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Babes in Green Lands: Women leading the fight

A smiling Dilma Rousseff was seen in the papers today. She has just been made president in Brazil. She may not be in Brazilian tan and does not lie on beaches in her birthday suit all year, but she is definitely feminine. She is leading a daughter (Brazil) who has started to save her mother, … Continue reading

Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.