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'Sea change' in the approach to natural gas
Cautious approach
Discipline, experience and caution required
Due to high valuations prior to derating
Strong growth in recent quarters
A shift in focus from rates to recession
43% of assets in Russia
As market dynamics twist and turn, a flexible approach delivers results according to T. Rowe Price's Arif Husain
Sticking to Fever-Tree ‘makes sense’
Strong investment case