A year into the pandemic we share our thoughts on the economic recovery by looking at certain high frequency data points for clues, as well as share thoughts on rising U.S. interest rates.
Almost a year ago the price of oil went negative and now it’s having one of the best starts to the year in the past decade. In this episode, we share our thoughts on the path forward and why we remain cautious on the sector.
This episode is Part 1 of a two-part series covering our 2021 Investment Outlook. We share some highlights from our analysis and some actionable insights.