Watch our Co-Portfolio Manager, Dr. Suhas Nayak, being interviewed by Ausbiz on the oil and energy sectors and why Australian energy companies’ share prices have not kept up with the rising oil price. Suhas also discusses the impact of ESG concerns on energy shares and where we are seeing opportunities in other cyclically-exposed areas of the market.
Click here to watch the video, or click the image below. This video was recorded on 16 June 2021 and our opinions may change.
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may fall as well as rise. This article represents Allan Gray's view at a point in time and may provide reasoning
or rationale on why we bought or sold a particular security for the Allan Gray Funds or our clients.
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