Keep active in a bearish oil market episode artwork

EPISODE · Oct 18, 2024 · 8 MIN

Keep active in a bearish oil market

from Ninety One | The Big Picture

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key. Hosted on Acast. See acast.com/privacy for more information.

The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish outlook. As portfolio manager Paul Gooden explains, there are still opportunities, but active management will be key. Hosted on Acast. See acast.com/privacy for more information.

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Keep active in a bearish oil market

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This episode was published on October 18, 2024.

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The prospects for oil appear positive on a five-year view, not least because US shale supply could plateau in the next few years. However, investors will need to be careful in 2025, because demand worries and supply growth add up to a bearish...

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