High-quality upstream oil and LNG-linked equities offer disciplined exposure in a market where geopolitical risk now drives oil prices.
Chief Investment Officer Scott Glasser provides perspective on the January market selloff, explaining how reduced liquidity, inflation and supply chain issues are causing an adjustment period for equities. He also highlights the many positives supporting the economy that have the potential to offset cost pressures and monetary tightening by the Fed.
High-quality upstream oil and LNG-linked equities offer disciplined exposure in a market where geopolitical risk now drives oil prices.