Energy Stocks Relatively Attractive: BofA's Subramanian

The video discusses the current and future outlook of the energy sector, emphasizing the importance of valuation and positioning. Despite a strong performance, energy stocks remain underweighted by fund managers due to ESG concerns. However, the sector's attractive free cash flow yield and inflation-protected yield present significant investment opportunities.

How does the current valuation of energy companies compare to their performance?

What are the implications of not being invested in the energy sector during its growth?