Cyclical and structural opportunities
Waning OPEC influence to change industry dynamics
Being selective key to weather the storm
Laying the foundations for a market rebound
The European energy sector has underperformed the broader European market over the past three years by 3.4% on an annualised basis.
Too much focus on isolated events
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
Oil prices could surprise on the upside
WTI fell 7% on Tuesday
Trading at $80.1 a barrel