Insights

2022 saw an acceleration of the energy transition, prompting a re-evaluation from governments of the way they source and use energy.

The energy sector has been weaker in recent months as investors have started to anticipate significantly weaker global growth, but could the future hold a positive shift in the market? Mark Hume, Co-Manager, explains.

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The way countries source energy is under scrutiny as the Ukraine crisis has exposed the vulnerability of supply. Mark Hume, Co-Portfolio Manager explains.

For energy transition to result in attractive investment opportunities, we must see the alignment of regulation, social pressure and economic viability, says Tom Holl, Co-Portfolio Manager