With oil at $65, energy stocks look cheap

Door april 19, 2019 07:24

With oil at $65, energy stocks look cheap

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Despite being up 25% from December 2018 lows, Russ discusses the factors that remain supportive of the energy sector.

With the S&P 500 Index up 15% year-to-date, it is no trivial thing to be “beating the market.” As a general rule, more defensive sectors such as healthcare, utilities and staples are trailing as more economically sensitive sectors benefit from rising, or at least less negative growth expectations.

Not surprisingly, in the current environment of “good enough”, growth investors are reverting to form and favoring technology companies. What is more surprising is the dogged persistence of a less glamorous sector: energy. Year-to-date the U.S. GICS Energy Sector is up 18%, beating the market by roughly 200 basis points (bps). Despite the magnitude of the recent gains, still cheap valuations and an intensifying bull market in oil suggest further upside.

Attractive relative value

I last discussed the sector in early February. At

Door april 19, 2019 07:24


Asset Allocation Consensus Juli


  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00


Ontvang ik een #research document van 17 pagina's over het feit dat #Venezuela uit de J.P. Morgan EMBI index gaat, zijn er 14 pagina's disclaimers. Dat leest lekker snel :)

#Invesco: "In 2019, we have nearly doubled the respondents
to the study, interviewing some 145 #fixedincome
specialists", all the more reason to read their report here: https://t.co/6UMfVaNZkR

#China loopt voorop als het gaat om internetverkopen. Inmiddels gaat bijna een kwart van alle aankopen van consumenten via het internet. Xiaolin Chen, Head of International Business @KraneShares, tijdens de Alpha Research kennislunch op 4 juli j.l. https://t.co/yHUNJIctyE

Invesco Global Fixed Income Study 2019 | Page 36 : Changes to allocations to Chinese fixed income -> https://t.co/n5gZ8V35J4 #FixedIncome #China

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