For several years investors have looked at energy stocks through the spectrum of the US shale gas revolution. But the ISIS insurgency threatening Iraq is providing a reminder that oil security is a real concern, explains Guinness Global Energy manager...
Former Investec energy portfolio manager Jonathan Waghorn has joined Guinness Asset Management.
Tim Guinness has hiked his 2013 oil price forecast by 10% as he becomes less concerned about the prospect of oversupply in the coming years.