BMO's Brian Belski: Be Neutral Energy

The video discusses market uncertainty and the importance of not being reactive. It advises maintaining a balanced investment strategy, particularly in big tech and consumer staples, while being cautious of high multiple tech areas. The energy sector's recent performance and future prospects are analyzed, emphasizing the need for a focus on specific companies rather than sectors. The impact of sanctions on international oil companies and the advantages of domestic and Canadian investments are also covered.

What changes in the energy sector does the speaker highlight, particularly regarding oil companies?

According to the speaker, what should investors focus on when considering specific companies?