Cyclical and structural opportunities
Being selective key to weather the storm
Saudi/Russia disagreement has had 'huge impact' on markets
A decade ago, renewable energy in the UK would have conjured up images of two things: wind turbines and solar panels, since these were the main focus of media attention, government subsidies and investor inflows.
Energy stocks and smaller companies hit hardest
How to reignite a sector slowly losing its way
The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.
Oil and gas stocks rise amid escalating tensions
Natural resource and population tailwinds