Institutional Investing / Macro Minutes

Macro Minutes: Energy Outlook: Plenty of Fuel Left

In this 3-minute Macro Minutes video, Securities Research Analyst Rachael Green explains how Energy’s high quality characteristics and oil price fundamentals support our positive outlook for the Energy sector.

Key Points

  • Energy provides cyclical value exposure, and counterbalances technology exposure with differentiated characteristics and drivers.
  • Larger integrated firms within the Energy sector have underappreciated quality characteristics, further supporting our outlook.
  • A slowing global supply of oil and higher than expected demand likely continue to support the sector’s outperformance.

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