The opportunities in energy emerging from the late phase of the cycle

Support and attractive valuations could release the potential of commodity stocks

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Erik Knutzen of Neuberger Berman
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Erik Knutzen of Neuberger Berman

Markets have got headline fatigue. Perhaps there is a point at which the noise becomes so cacophonous that it is simply easier on the ears to listen only for the signals.

Whatever the reason, while each day brings some new distraction, over recent trading sessions equity investors have begun to focus on corporate earnings. Those earnings signals have continued to show strength...

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