We differentiate ourselves through generating investment ideas in the equity and commodity asset classes
Beyond producing a leading equity and commodity research, we strive to help our clients navigate the energy transition that will become a predominant strategic theme over the coming years. Over recent years, E.S.G. strategies have mostly been based on exclusion investing. We believe that E.S.G is now evolving towards impact investing and therefore expect the large integrated oil & gas companies to be at the core of the energy transition investment decisions made by asset managers and pension funds.