The Green Dollar

Recycling; recycling bins; recycling centre; sorting trash

This tag is associated with 1 post

Environmental act for the (wo)man on the street

I have been happily bombarded by pages in the national daily reporting on how exciting things are looking for environmental sustainability at home. With coverage on how policy-thinker Kishore needs to be reminded not once but three times that the United States is spending mere millions and not billions on sustainability research, to environment journalist … 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.