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In this 3-minute Macro Minutes video, Securities Research Analyst Rachael Green explains how Energy’s high quality characteristics and oil price fundamentals support our positive outlook for the Energy sector.
Key Points
- Energy provides cyclical value exposure, and counterbalances technology exposure with differentiated characteristics and drivers.
- Larger integrated firms within the Energy sector have underappreciated quality characteristics, further supporting our outlook.
- A slowing global supply of oil and higher than expected demand likely continue to support the sector’s outperformance.
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