The Curious Rise of Real Asset ETFs

Five years ago, it was a pain in the neck to put together a real assets portfolio from public equities because there were so few easy proxies to use. All of the interesting ETFs seemed to be listed in Europe, thanks in part to the work of innovators such as ETF Securities. In my first…


Image Courtesy of Financial Times

Where Did All The Engineers Go?

At a time of 9%+ unemployment, it seems kooky that so many of the real assets sectors are short staffed.  As baby boomers prepare for retirement, there just aren’t that many skilled workers coming up through the ranks.  All oil executives said that a lack of skilled personnel was their biggest issue, in a 2009…


Burn Design Labs

A Hot Idea

Whenever you see ridiculously high rates quoted for green energy usage, it’s normally because the use of biomass (wood, farm waste) in the developing world has been rolled into the figures.  Generally, this makes a nonsense of the statistics because – in this context – biomass is being used in anything but a green way. …