Oil and Gas Risks
The oil and gas industry faces significant structural challenges, particularly due to its reliance on volatile commodity prices and the looming threat of climate change. As managers navigate these complexities, the uncertainty surrounding long-term asset values grows, especially as the timeline for addressing climate issues extends. With past lessons from price drops, the focus on capital allocation becomes crucial in mitigating tail risks for future investments.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
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