On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.
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On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.
Energy: Separating the Fundamentals from the Politics
On the Money with Dynamic
13 minutes
8 months ago
Energy: Separating the Fundamentals from the Politics
Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.
On the Money with Dynamic
On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.
