Capital Innovations Insights

Real Assets - Real Expertise™

Our fund management teams share their views and insights across a range of investments markets and asset classes. Includes fund and market updates, team travel diaries and thought leadership provided to the media so we may help our clients make a more informed choice. 


February 2019 Reuters "U.S.-China trade war rattles agribusinesses, especially Bunge" Karl Plume


January 2019 Reuters "Vale stock plunges after Brazil disaster; $19 billion in market value lost" Paula Laier


January 2019 Financial Times "Will crunch Brexit vote spark sterling rally or sell-off?" FT reporters


December 2018 Financial Times "Slowdown or Amazon effect? Investors divided over Transportation index fall" by Nicole Bullock


December 2018 Financial Times "Global stocks slide as Trump adds to unease" by FT reporters


November 2018 Financial Times "Beijing and US try to rebuild trust in trade ceasefire" by Nicole Bullock


October 2018 Financial Times "Oil breaks through $85 to near four-year high" by Nicole Bullock


August 2018 Financial Times "Emerging Markets turmoil set to take centre stage again" by Nicole Bullock


May 2018 Reuters "Robots fight weeds in challenge to agrochemical giants" by Tom Polanek


May 2018 Oil and Gas Investor "FERC Tax Ruling Accelerated But Didn’t Trigger Slew Of Consolidations" by Joseph Markman


April 2018 Financial Times "Volatility looks like it is here to stay with 27 big swings in 2018" by Joe Rennison


March 2018 Financial Times "Stocks hit by fears over White House economic policy" by Nicole Bullock


February 2018 Irish Times “We will see increased volatility as we get into this late stage of the economic cycle.”


January 2018 Financial Times "Inflationary pressures on the rise across markets- Among commodities, oil is sending the most robust signal about inflation" by Nicole Bullock


January 2018 Reuters "After herbicide scandals, Monsanto faces rising competition for soybeans" by Rod Nickel


January 2018 Financial Times "Gold miners among outperformers amid US Dollar prospects" by Nicole Bullock


January 2018 CNBC "Danielle DiMartino Booth, Money Strong, and Michael Underhill, Capital Innovations, discuss the minutes from the Federal Open Market"


November 2017 Financial Times "Tech hit while financials rally as investors rotate sectors" by Nicole Bullock


November 2017 CBS Money Watch "The Trump stock market rally: Don't thank Trump" by Lawrence Light


September 2017 Financial Times "Apple has worst week in 17 months on muted demand...Michael Underhill, chief investment officer at Capital Innovations, forecast a rotation out of tech and into energy and materials through the end of 2017." by Nicole Bullock


September 2017 Barron's "MLPs Stage a Surprise Post-Harvey Comeback" by Amey Stone


August 2017 CNBC Closing Bell "Secular rotation into Energy and Materials".

Capital Innovations Institute™: Thought Leadership in Practice

By partnering with professionals and academics in our field, we seek to educate clients, consultants, members of the broader investment community, and our own investment professionals. The primary tools employed to reach our diverse audiences include:

Special events, including conferences, educational seminars and other programs. Through these initiatives, we strive to enhance the understanding and commitment of our audiences, attract interest and input from progressive thinkers in our industry, and contribute to the creation of an interactive forum for innovative ideas which ultimately lead to publication of research papers and articles. To find out more about Institute meeting please contact us.


Alternative Investing Whitepaper Series (Available upon request, please contact us)