Energy is a large complex sector that accounts for just over 5% of the S&P 500 Index. The sector’s broad sub-industries can be divided into a “value chain,” each segment of which has different characteristics and offers different investment opportunities.
What’s wrong with oil? Lately, that’s a question we’ve been frequently asked, especially from those who have noticed the favorable, supply side-related geopolitical factors around the world.
A Likely Inflection Point for Oil. It’s been said that, unfortunately for investors, the market doesn’t ring a bell at the bottom. Maybe not, but after crude’s 30%+ decline since October...
Portfolio Managers Toby Loftin, Trip Rodgers, and Tim Dumois discuss the Fund’s correlation to oil prices, how energy companies are responding to shareholder preferences, and the outlook for energy markets.
Oil has been on the move. Oil equities, however, not so much. Naturally, the performance of stocks and commodities can deviate at times as they are generally influenced by various idiosyncratic and sector-specific factors.
