What impact will Russia’s invasion of Ukraine have on oil and gas? City Talk Russia’s invasion of Ukraine is first and foremost a human tragedy. As investors though, our role is to interpret the market implications on behalf of our clients. Here, we consider the impact of the invasion on oil and gas markets. Firstly, it’s important to understand how markets stood before the invasion. Global energy markets were [...]
Four reasons to be optimistic about energy transition equities City Talk After achieving remarkable gains in 2020, energy transition equities endured a more turbulent and challenging time in 2021. Shares within the sector struggled to achieve gains as supply chain pressures and higher inflation weakened profits from many companies in the sector and investors were less enthusiastic about the energy transition theme. However, despite the uncertainties [...]
