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Investment views

Natural Resources Indicator

15 May 2019
Author: Tom NelsonHead of Natural Resources

In this quarter’s edition:

Our team’s views on the recent developments within the Natural Resources sector.

Topic of the quarter:

Insight from Tom Nelson, Portfolio Manager, on the evolution of the ‘big oil’ business model. The oil price collapse from mid-2014 ushered in the latest business model of ‘value over volume’ for ‘big oil’. We believe it is the long-term threat of climate change, electrification and renewable energy that will dictate the next.

Read more

Tom Nelson
Tom Nelson Head of Natural Resources

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