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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.
By Fisher Investments Ireland, 28/06/2024
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.