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Insights

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Forbes Interview of James Brilliant, CFA

“As a total return bond fund, we have the flexibility to invest in treasuries and corporates and we can invest in any maturity or any credit quality. By having this flexibility, it allows us to move up and down the yield curve and then be opportunistic when credit spreads widen.”

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Fiscal Breakeven Pressure on OPEC

OPEC producers continue to be squeezed by their fiscal breakeven levels, which on average is between $90 and $100 per barrel of Brent Crude. In other words, this is not their breakeven price to produce a barrel of oil. Rather, this is the price per barrel of Brent Crude, in U.S. dollars, these countries need in order to balance their budgets, most of which include large social programs which are very difficult to reduce or cut.

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CM Energy Industry Update - March 2017

Jim Brilliant, CFA® and Scott Van Den Berg, CFP® provide an update on our investments in the energy sector and what we see in the years ahead. We believe that the case for oil and energy markets is bullish.

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