The thorny issue of oil majors and genuine ESG impact
Excluding all ‘old world’ players won’t cut it, so how can fund managers tap oil and gas giants as part of a meaningful energy transition?
Stay updated with breaking news from Leandro Gastaldi. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Excluding all ‘old world’ players won’t cut it, so how can fund managers tap oil and gas giants as part of a meaningful energy transition?
As sustainability became the market darling, Leandro Gastaldi stuck to his long-term thesis on oil in a pandemic-led marketplace and returns have rallied as a result.
It is important to recognise that although it is short-term in nature, there have been some stand-out performances from fund managers in 2021.
Fund managers at Blue Quadrant and 36ONE discuss their Long-Short Hedge strategies and how investors can benefit from them.
South Africa’s top-performing equity fund has reaped the benefit of a wager that battered stocks, particularly in the energy sector, would flourish as…