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Why Energy Equities? Why Now?

November 18, 2015

Global Energy Fund Co-Manager Jonathan Waghorn covers the current and future state of Energy Equities in this webcast

Topics include:

  • The current over-supply in the oil market
  • Declining US oil production
  • The prospect for a recovery in Iranian oil supply and political risks across OPEC
  • Parallels with the 1985 to 1986 oil price cycle